Paraplanner

Clear IT Recruitment Ltd; Woking; On-site; GBP 32,000 - 42,000; Full time

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

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