Woking
Technical Paraplanner
Woking (Hybrid)
Up to £55,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.
Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
- Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
- Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
- Attend client meetings where appropriate
- Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice
Benefits:
- Competitive salary up to £50,000
- 25 days annual leave + bank holidays
- Pension and death in service cover
- Discretionary annual bonus
- Career development support and exam funding
- Professional yet friendly office culture
- Free on-site parking
To be considered for this Paraplanner role:
- Diploma qualified (Level 4; working towards or holding Level 6 is advantageous
- 3+ years of paraplanning experience
- Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office
- A proactive team player with a professional and solution-focused approach
- Based locally or within a reasonable commute to Woking
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Paraplanning, Report Writer, Financial Adviser Assistant, Adviser support, Client Services Support, Technical Sales Support, Technical Planner