Paraplanner (Level 4 Diploma Qualified)
Location: Woking, Surrey
Salary: Up to £50,000 (dependent on experience) + bonus & benefits
A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.
The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.
Key Responsibilities*Analyse client information including fact finds, existing records and adviser meeting notes
*Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
*Support advisers in preparation for client meetings and reviews
*Analyse existing client portfolios and identify planning opportunities
*Research financial products and providers to support appropriate recommendations
*Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
*Attend client meetings alongside Financial Advisers when required
*Work closely with internal teams to ensure efficient processing and submission of business
*Keep up to date with regulatory developments and ensure compliance with industry standards
*Maintain relationships with product providers and platforms
*Contribute to internal investment discussions and committee activity
Requirements*Minimum Level 4 Diploma in Financial Planning (essential)
*At least 2 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
*Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
*Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
*Excellent attention to detail with strong written and verbal communication skills
*Professional, organised and solution-focused approach
*Strong team player able to work collaboratively within a technical team
*Based locally or within a reasonable commuting distance of Woking
What’s on Offer*Salary up to £50,000 (negotiable depending on experience)
*25 days holiday + bank holidays
*Company pension
*Discretionary annual bonus
*Death in service (3x salary)
*Ongoing career development and support with further qualifications
*Friendly, professional and sociable office environment
*Free on-site parking
If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development.
Apply today to find out more.