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.

The Business

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.

The Role

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 ...