Technical Paraplanner

Technical Paraplanner
Woking, free parking
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:

• Salary up to £55,000
• 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