Paraplanner

Profectus Fintech; Woking; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Woking is seeking an experienced Senior Paraplanner to support a Chartered Financial Adviser. The role involves analysing client information, conducting financial analysis, and preparing detailed suitability reports. Candidates need a strong background in Paraplanning and exceptional attention to detail. This position offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Experience in Paraplanning within an IFA or Wealth Management environment required.
• Ability to conduct advanced financial analysis is essential.
• Professional approach and strong analytical skills are needed.

Responsibilities

• Analyse client information from various sources.
• Conduct advanced financial analysis including cashflow modelling.
• Prepare for client meetings by collaborating with the Chartered Adviser.
• Provide technical insights on clients' existing portfolios.
• Research and recommend products and services.

Skills

Proven background in Paraplanning

Strong technical knowledge in financial planning

Exceptional attention to detail

Solutions-focused mindset

Job description

Job Description

Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.

This role requires a proven background in Paraplanning within an IFA or Wealth Management environment, along with strong technical knowledge across all areas of financial planning. You’ll bring a professional approach, exceptional attention to detail, and a solutions-focused mindset. The successful candidate will play a key role in delivering high-quality technical and analytical support to the Chartered Adviser.

Responsibilities

• Analyse client information from fact finds, existing records, and meeting notes
• Conduct advanced financial analysis including cashflow modelling, pension and investment research, and IHT planning
• Work closely with the Chartered Adviser to prepare for client meetings and reviews
• Analyse clients’ existing portfolios and provide supporting technical insight
• Research products and services and prepare well-reasoned recommendations

Produce detailed suitability reports, disclosures, and illustrations across a range of advice areas including investments, transfers, drawdown...