Paraplanner

Senior Paraplanner leading to Advisor role

Location: Woking, Surrey

Salary: Up to £50,000 + Excellent Benefits + Bonus

Job Type: Full Time | Permanent

Are you an experienced Paraplanner looking for a senior position where your technical expertise will be genuinely valued?

We're recruiting on behalf of a highly successful and growing wealth management firm seeking an experienced Senior Paraplanner to become a key member of their financial planning team.

This is an outstanding opportunity for a technically strong paraplanner who enjoys working closely with Financial Advisers, producing high-quality financial planning recommendations and playing an influential role within a collaborative, professional environment. You'll also have the opportunity to mentor colleagues, oversee quality standards and become the technical "go-to" person within the team.

If you're looking for a business that values technical excellence, encourages professional development and offers long-term career progression, we'd love to hear from you.

Working alongside experienced Financial Advisers, you will provide high-level technical support across all aspects of financial planning, helping to deliver exceptional outcomes for high-net-worth clients.

Your responsibilities will include:

• Producing detailed and compliant suitability reports.
• Researching and analysing pensions, investments, protection, retirement, tax and estate planning solutions.
• Preparing cashflow models, investment performance reviews and financial planning reports.
• Researching products, obtaining illustrations and carrying out detailed comparisons.
• Supporting advisers throughout the full client journey.
• Preparing documentation for client review meetings.
• Assisting with complex tax calculations where required.
• Ensuring reports meet the highest compliance and quality standards.
• Carrying out quality checks across the paraplanning team.
• Monitoring case progress and managing workflow to ensure excellent client service.
• Acting as the technical point of contact for advisers and colleagues.
• Mentoring and supporting junior members of the paraplanning team.
• Liaising with providers and third parties to progress complex cases efficiently.

We're keen to speak with experienced paraplanners who can demonstrate:

• A minimum of 5 years' paraplanning experience within an Independent Financial Adviser or Wealth Management environment.
• Strong technical knowledge across pensions, investments, tax planning, protection and estate planning.
• Experience using research and cashflow software such as Analytics, Cash Calc, Voyant or similar.
• Experience of pension transfers and investment planning.
• Up-to-date knowledge of FCA regulation and financial planning legislation.
• Exceptional report writing and analytical skills.
• Excellent attention to detail and organisational ability.
• Strong communication skills with the confidence to work closely with advisers and external providers.
• Excellent Microsoft Office skills including Word, Excel and Outlook.
• A positive, proactive and collaborative approach.

• A senior technical role with real influence.
• A collaborative and supportive working environment.
• Exposure to complex financial planning cases.
• Career progression opportunities.
• Ongoing professional development and support.
• Competitive salary and benefits package.
• Modern offices in Woking with occasional travel where required.

If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you.

To apply or arrange a confidential discussion, please contact: