Senior Paraplanner - Complex Financial Planning, HNW Focus

Laithwaite Financial Services Ltd; Woking; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Discretionary annual bonus

25 days annual leave + bank holidays

Company pension scheme

Death in Service benefit

Free on-site parking

Professional qualifications support

Job summary

Laithwaite Financial Services Ltd is seeking a technically proficient Paraplanner to join our team near Woking, Surrey. This full-time, office-based role focuses on research, analysis and supporting advisers across complex planning needs.

You will undertake investigations across pensions, investments, tax planning, trusts and estate planning, preparing high-quality suitability reports and developing planning strategies.

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• At least 3 years' experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm.
• Strong technical knowledge across pensions, investments, protection, trusts, tax planning and inheritance tax.
• Proven experience writing detailed suitability reports.
• Experience using back-office systems, wrap platforms and financial planning software.
• Excellent analytical and research skills.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple cases and prioritise workloads effectively.
• Professional, proactive and team-oriented approach.

Responsibilities

• Analyse client information obtained from fact finds, meeting notes and existing records.
• Conduct detailed research and technical analysis across pensions, investments, tax planning, protection, trusts and estate planning.
• Prepare suitability reports, recommendation letters and supporting documentation to a consistently high standard.
• Undertake cash flow modelling and scenario analysis.
• Research products, platforms and providers to identify suitable client solutions.
• Review and analyse existing investment and pension arrangements.
• Support advisers before and after client meetings.
• Attend client meetings where appropriate.
• Ensure advice recommendations meet regulatory and compliance requirements.
• Keep up to date with FCA regulation, legislation and industry developments.
• Build and maintain strong relationships with providers and professional connections.
• Contribute to the firm's Investment Committee and broader technical planning initiatives.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Tax planning knowledge

Inheritance tax knowledge

Report writing

Analytical skills

Attention to detail

Communication skills

Time management

Education

Level 4 Diploma in Financial Planning

Tools

Intelliflo

FE Analytics

Cash flow modelling software

Wrap platforms

Job description

Laithwaite Financial Services Ltd is seeking a technically proficient Paraplanner to join our team near Woking, Surrey. This full-time, office-based role focuses on research, analysis and supporting advisers across complex planning needs.

You will undertake investigations across pensions, investments, tax planning, trusts and estate planning, preparing high-quality suitability reports and developing planning strategies.