Senior Paraplanner

Rayment Recruitment; Woking; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Discretionary annual bonus

Company pension scheme

25 days annual leave

On-site parking

Professional development

Job summary

Rayment Recruitment in the United Kingdom is seeking an experienced Senior Paraplanner to support a Chartered Adviser for a well-established Independent Financial Adviser near Woking. You will handle high-net-worth pensions, investments, retirement planning, tax planning, trusts and IHT strategies.

This role involves researching solutions, contributing to client outcomes and participating in the firm’s Investment Committee, with a focus on high-quality reports and professional collaboration.

Qualifications

• Level 4 (c50k) or Level 6 Advanced Diploma Chartered Status is required.
• A minimum of 4 years’ experience as a Paraplanner within an IFA/Wealth Management environment.
• Strong technical expertise across pensions, investments, taxation, protection, trusts and estate planning.
• Experience using industry software such as Intelliflo, wrap platforms, FE Analytics and cash flow modelling tools.
• Excellent report-writing and communication skills; outstanding attention to detail and quality standards.

Responsibilities

• Analyse client information from fact finds, records and adviser meeting notes.
• Conduct detailed financial analysis including cash flow modelling, pension and investment research, retirement planning, trusts and IHT planning.
• Review and analyse existing client portfolios; research and recommend appropriate products and strategies.
• Prepare high-quality suitability reports and recommendations covering investments, pensions, drawdown, transfers, protection, trusts and IHT planning.
• Support advisers in preparation for client meetings and reviews; attend client meetings when appropriate.
• Maintain up-to-date technical knowledge of legislation, regulation and industry best practice.

Skills

Report writing

Communication

Attention to detail

Analytical thinking

Team collaboration

Education

Level 4 Diploma (c50k) or Level 6 Advanced Diploma Chartered Status

Tools

Intelliflo

Wrap platforms

FE Analytics

Cash flow modelling tools

Job description

Competitive £50,000 to £65,000 dependent on experience plus bonus

The Paraplanner Opportunity

An exciting opportunity has arisen for an experienced and technically capable Senior Paraplanner to join a well-established, growing and highly respected Independent Financial Adviser based on the outskirts of Woking.

Working as part of a collaborative and professional Paraplanning team, you will play a key role in supporting a chartered Financial Adviser, with a broad range of complex financial planning cases. This includes work involving high-net-worth clients, pensions, investments, retirement planning, tax planning, trusts, and inheritance tax strategies.

This role offers much more than report writing. You will be actively involved in researching solutions, contributing to client outcomes, and participating in the firm’s in-house Investment Committee.

The successful candidate will be a highly organised, detail-oriented professional with strong technical knowledge and a genuine passion for delivering high-quality financial planning support.

Paraplanner - Key Responsibilities

• Analyse client information from fact finds, existing records and adviser meeting notes
• Conduct detailed financial analysis, including Cash flow modelling, Pension and investment research, Retirement planning, Trust, and IHT planning
• Review and analyse existing client portfolios
• Research and recommend appropriate products, providers, and planning strategies
• Prepare high-quality suitability reports and recommendations covering: Investments, Pensions, Drawdown, Transfers, Protection, Trusts, and Inheritance tax planning
• Support advisers in preparation for client meetings and reviews
• Attend client meetings where appropriate
• Liaise with providers and maintain effective professional relationships
• Work closely with advisers, administrators, and compliance to ensure efficient and timely business processing
• Maintain up-to-date technical knowledge of legislation, regulation, and industry best practice
• Contribute to the firm’s Investment Committee and broader business initiatives

Paraplanner - About You – You will have:

• Hold Level 4 (c50k) or Level 6 Advanced Diploma Chartered Status (£55,000 to £65,000)
• A minimum of 4 years’ experience as a Paraplanner within an IFA or Wealth Management environment
• Strong technical expertise across pensions, investments, taxation, protection, trusts, and estate planning
• Experience using industry software such as Intelliflo, wrap platforms, FE Analytics, and cash flow modelling tools
• Excellent report-writing and communication skills
• Outstanding attention to detail and quality standards
• A proactive, solutions-focused approach
• The ability to work effectively as part of a professional team
• Residency within a practical commuting distance of Woking

What’s on Offer

• Competitive salary based on experience
• Discretionary annual bonus
• 25 days annual leave plus bank holidays
• Company pension scheme
• Ongoing professional development and support with further qualifications
• Exposure to complex HNW financial planning cases
• Opportunity to contribute to the Investment Committee
• Friendly, professional, and collaborative working environment
• Free on-site parking

Please note: This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.