Experienced Paraplanner — Wealth & Investment Planning

Clear IT Recruitment Ltd

Woking

On-site

GBP 32,000 - 42,000

Full time

2 days ago

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Benefits offered by this job

25 days holiday

Pension

Discretionary annual bonus

Death in service cover

Career development support

Sociable office environment

Free parking

Job summary

Clear IT Recruitment Ltd is assisting an Independent Financial Adviser near Woking to hire an experienced Paraplanner. You will support financial advisers with analysis, modelling, and reporting on high net-worth cases, ensuring compliant recommendations.

Responsibilities include preparing reports, researching products, and maintaining up-to-date knowledge of regulations and best practice within a collaborative team environment.

Qualifications

Minimum Level 4 Diploma in Financial Planning, preferably Level 6 advanced diploma.
Experience as a Paraplanner in financial services.
Experience with Intelliflo, back-office systems and cashflow tools.
Knowledge of investments, pensions, tax allowances, trusts and IHT.

Responsibilities

Analyse client information from fact finds and meeting notes.
Conduct advanced financial analysis and cashflow modelling.
Support advisers before meetings and review portfolios.
Prepare suitability reports with disclosures and illustrations.
Attend client meetings when required and ensure timely processing.

Skills

Paraplanner experience

Financial analysis

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma (in progress or achieved)

Tools

Intelliflo

FE Analytics

Cashflow planning software

MS Office

Job description

Responsibilities include preparing reports, researching products, and maintaining up-to-date knowledge of regulations and best practice within a collaborative team environment.

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