Senior Paraplanner

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

Job summary

A prominent financial advisory firm based in Woking is seeking an experienced Paraplanner to join their team. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in a similar role. This position offers a salary of up to £50,000, generous holiday, and professional development opportunities. Join a motivated team passionate about providing exceptional financial advice.

Benefits

Salary up to £50,000

25 days holiday plus bank holidays

Pension

Discretionary annual bonus

Death in service cover

Career development support

Sociable office environment

Free parking

Qualifications

• Experience as a Paraplanner.
• Technical competence in investments, pensions, tax allowances, and trusts.
• Familiarity with regulatory compliance.

Responsibilities

• Analyse client information and conduct financial analysis.
• Support advisers in client meetings and portfolio analysis.
• Prepare suitability reports and ensure compliance with regulations.

Skills

Client analysis

Financial analysis

Research and recommendations

Compliance knowledge

Education

Minimum Level 4 Diploma in Financial Planning

Studying towards Level 6 Advanced Diploma

Tools

Intelliflo

MS Office

Cashflow Planning software

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 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.