Technical Paraplanner

Tekk Fusion; Woking; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Salary up to £55,000

25 days annual leave + bank holidays

Pension and death in service cover

Discretionary annual bonus

Career development support and exam fu

Free on-site parking

Job summary

Tekk Fusion in Woking is seeking an experienced Paraplanner to join a well-established Independent Financial Adviser firm on the outskirts of Woking.

You will conduct detailed financial analysis, cashflow modelling, and research across investments, pensions and IHT planning, supporting advisers before and after client meetings. You will attend client meetings where appropriate and contribute to the Investment Committee.

Qualifications

• Diploma qualified (Level 4); working towards or holding Level 6 is advantageous.
• 3+ years of paraplanning experience.
• Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office.
• A proactive team player with a professional and solution-focused approach.
• Based locally or within a reasonable commute to Woking.

Responsibilities

• Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
• Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
• Attend client meetings where appropriate
• Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice

Skills

Paraplanning

Cashflow modelling

Portfolio analysis

IHT planning

Client meeting support

Education

Diploma Level 4

Level 6 advantageous

Tools

Intelliflo

FE Analytics

Cashflow software

Microsoft Office

Job description

Technical Paraplanner
Woking, free parking
Up to £55,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.

Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.

• Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
• Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
• Attend client meetings where appropriate
• Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice

Benefits:

• Salary up to £55,000
• 25 days annual leave + bank holidays
• Pension and death in service cover
• Discretionary annual bonus
• Career development support and exam funding
• Professional yet friendly office culture
• Free on-site parking

To be considered for this Paraplanner role:

• Diploma qualified (Level 4; working towards or holding Level 6 is advantageous
• 3+ years of paraplanning experience
• Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office
• A proactive team player with a professional and solution-focused approach
• Based locally or within a reasonable commute to Woking