Senior Paraplanner (Chartered)

Laithwaite Financial Services Ltd; Knaphill; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Discretionary annual bonus

25 days annual leave

Company pension scheme

Death in service benefit

Ongoing professional development

Free on-site parking

Job summary

Laithwaite Financial Services Ltd in Knaphill, on the outskirts of Woking, is seeking an experienced Senior Paraplanner to join a well-established IFA practice. You will support a Chartered Financial Adviser across a broad range of complex financial planning cases, including pensions, investments, retirement planning, tax planning, trusts and inheritance tax strategies.

This role involves research, report writing and active participation in the Investment Committee.

Qualifications

• Level 6 Advanced Diploma in Financial Planning (Chartered status desirable).
• Minimum of 5 years' paraplanning experience within an IFA or Wealth Management firm.

Responsibilities

• Analyse client information from fact finds, existing records and adviser meeting notes.
• Conduct detailed financial analysis, including cashflow 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 IHT planning.
• Support advisers in preparation for client meetings and reviews.
• Attend client meetings where appropriate.
• Liaise with providers and maintain professional relationships.
• Work with advisers, administrators and compliance to ensure timely processing.
• Maintain up-to-date knowledge of legislation, regulation and industry best practice.
• Contribute to Investment Committee and broader initiatives.

Skills

Report-writing

Communication

Attention to detail

Teamwork

Solutions-focused

Education

Level 6 Advanced Diploma in Financial Planning

Tools

Intelliflo

Wrap platforms

FE Analytics

Cashflow modelling tools

Job description

Location: Outskirts of Woking (Office Based)

Hours: Full Time

Salary: Competitive and dependent on experience

Essential Requirements

To be considered for this role you must:

• Hold Level 6 Advanced Diploma in Financial Planning (Chartered status preferable)
• Have a minimum of 5 years' paraplanning experience within an Independent Financial Adviser (IFA) or Wealth Management firm
• Live within a reasonable commutable distance from Woking
• Be willing to work full-time from the office: This is a fully office-based role, encouraging close collaboration, knowledge sharing and team development

The 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 in Knaphill 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 HNW 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.

Key Responsibilities

• Analyse client information from fact finds, existing records and adviser meeting notes
• Conduct detailed financial analysis, including: cashflow 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

About You - You will have:

• Level 6 Advanced Diploma in Financial Planning (Chartered status desirable)
• A minimum of 5 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 cashflow 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 We Offer

• Competitive salary based on experience
• Discretionary annual bonus
• 25 days annual leave plus bank holidays
• Company pension scheme
• Death in service benefit
• 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