Chartered Paraplanner

Senior Paraplanner - Level 6 (Chartered)

Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experience

If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm's Investment Committee.

You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning.

The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team.

Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning.

Your responsibilities will include:

• Analysing fact finds, existing client records and adviser meeting notes.
• Undertaking cashflow modelling and detailed pension and investment research.
• Reviewing existing client portfolios and researching suitable products, providers and planning strategies.
• Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning.
• Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate.
• Liaising with providers and working closely with advisers, administrators and compliance.
• Keeping your technical knowledge of legislation, regulation and industry developments up to date.
• Contributing to the firm's Investment Committee and wider business initiatives.

This is a full-time, office-based position on the outskirts of Woking.

You will need to hold the Level 6 Advanced Diploma in Financial Planning and have at least four years' paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable.

You should also bring:

• Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning.
• Excellent suitability report writing and communication skills.
• Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools.
• Strong organisation and attention to detail.
• A proactive, solutions-focused approach and the ability to work effectively as part of a professional team.
• The ability to commute to the Woking area on a daily basis.

Alongside a competitive salary based on experience, the package includes:

• Discretionary annual bonus.
• 25 days' annual leave plus bank holidays.
• Company pension scheme.
• Death in service benefit.
• Ongoing professional development and support with further qualifications.
• Exposure to complex high-net-worth financial planning cases.
• The opportunity to contribute to the Investment Committee.
• Free on-site parking.