Paraplanner

Clear Legal & Financial Recruitment; Woking; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Pension

25 days holiday + bank holidays

Discretionary annual bonus

Death in service cover

Career development support

Free parking

Job summary

Clear Legal & Financial Recruitment, based on the outskirts of Woking, seeks an experienced Paraplanner to support Financial Advisers in a fast-growing, well-established Independent Financial Adviser environment. The role offers exposure to HNW and complex cases within a collaborative team.

You will analyse client data, perform advanced financial analysis, and prepare suitability reports while staying compliant with regulatory standards.

Qualifications

• Minimum Level 4 Diploma in Financial Planning (preferably 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

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 disclosures and illustrations, including investments, transfers, drawdown, IHT and protection business
• Attend client meetings with financial advisers when required
• Work with the team to ensure timely processing and submission
• Stay up-to-date with legislation, best practice and regulatory standards
• Maintain relationships with product and service providers
• Participate in the In-house Investment Committee

Skills

Paraplanner experience

Financial analysis

IHT planning

Cashflow modelling

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma (in progress or achieved)

Tools

Intelliflo

Wrap platforms

FE Analytics

MS Office

Job description

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