Senior Paraplanner

Woking, Surrey Office-based Up to £50,000 DOE + benefits

If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process.

You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing.

This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements.

The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work.

Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies.

Your work will cover areas including:

• Retirement and pension planning
• Investments and portfolio reviews
• Cashflow modelling and scenario analysis
• Inheritance Tax planning
• Trust and estate planning
• Protection planning
• Complex high-net-worth client cases

You will analyse fact finds, meeting notes and existing arrangements, undertake product and provider research, and prepare suitability reports and supporting documentation.

You will also support advisers around client meetings, with the opportunity to attend meetings where appropriate, while ensuring recommendations meet regulatory and compliance requirements.

Alongside individual casework, you will keep your technical knowledge current and contribute to the firm's Investment Committee and wider technical planning work.

You will need:

• A minimum Level 4 Diploma in Financial Planning
• At least three years' dedicated Paraplanning experience within an IFA, financial planning or wealth management business
• Strong technical knowledge across pensions, investments, protection, trusts, tax planning and Inheritance Tax
• Proven experience producing detailed suitability reports
• Experience with back-office systems, wrap platforms and financial planning software
• Strong research and analytical skills
• Excellent attention to detail and written communication
• The ability to manage multiple cases and prioritise your workload effectively

Experience working with high-net-worth clients would be beneficial, as would experience using Intelliflo, FE Analytics and cashflow modelling software.

• Salary up to £50,000, depending on experience
• Discretionary annual bonus
• 25 days' annual leave plus bank holidays
• Company pension scheme
• Death in Service benefit
• Support for professional qualifications and career development
• Exposure to technically challenging and complex financial planning work
• Free on-site parking

This is a full-time, office-based position, so you will need to live within a reasonable commuting distance of Woking.

If you are an experienced Paraplanner looking for greater exposure to complex planning work within an established independent practice, apply today or contact Finlink for a confidential conversation.