Senior Paraplanner

Clear IT Recruitment; England; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading financial advisory firm based on the outskirts of Woking is seeking an experienced Paraplanner to join their dynamic team. The role involves comprehensive support to Financial Advisers through client analysis, advanced financial research, and report preparation. The ideal candidate will hold at least a Level 4 Diploma in Financial Planning and have hands-on experience in the financial services sector. Attractive benefits include a competitive salary and support for career development.

Benefits

Salary up to £50,000

25 days holiday plus bank holidays

Pension

Discretionary annual bonus

Death in service cover

Support for career development

Free parking

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Experience in a Paraplanner role.
• Proficiency in various financial software and tools.

Responsibilities

• Analyse client information and conduct financial analysis.
• Support advisers in client meetings and portfolio analysis.
• Prepare suitability reports for various financial products.

Skills

Financial analysis

Cashflow modelling

Pension & investment research

IHT planning

Technical competence in investments

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma (preferred)

Tools

Intelliflo

Wrap Platforms

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

• Salary up to £50,000 (dependent upon experience)
• 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.