Paraplanner

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.

This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases.

The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

Responsibilities:

• Analyse client information from Fact Finds, existing records and meeting notes

• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning

• Support advisers ahead of client meetings/reviews and analyse client's existing portfolios

• Research products and services to make suitable recommendations

• Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business

• Attend client meetings with financial advisers when required

• Work closely with all members of the team to ensure timely business processing and submission

• Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards

• Maintain relationships with product and service providers

• Active involvement within the In-house Investment Committee

Requirements :

• Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)

• Experience as a Paraplanner

• Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office

• Technical competence in investments, pensions, tax allowances, protection, trusts and IHT

What we offer:

• 25 days holiday plus bank holidays

• Pension

• Discretionary annual bonus

• Death in service cover

• Support with career development and qualifications

• Sociable and professional office environment

• Free parking

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note:

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful