Paraplanner (Level 4 Diploma Qualified)

Location: Woking, Surrey

Salary: Up to £50,000 (dependent on experience) + bonus & benefits

A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.

The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.

Key Responsibilities

• Analyse client information including fact finds, existing records and adviser meeting notes
• Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
• Support advisers in preparation for client meetings and reviews
• Analyse existing client portfolios and identify planning opportunities
• Research financial products and providers to support appropriate recommendations
• Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
• Attend client meetings alongside Financial Advisers when required
• Work closely with internal teams to ensure efficient processing and submission of business
• Keep up to date with regulatory developments and ensure compliance with industry standards
• Maintain relationships with product providers and platforms
• Contribute to internal investment discussions and committee activity

Requirements

• Minimum Level 4 Diploma in Financial Planning (essential)
• At least 2 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
• Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
• Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
• Excellent attention to detail with strong written and verbal communication skills
• Professional, organised and solution-focused approach
• Strong team player able to work collaboratively within a technical team
• Based locally or within a reasonable commuting distance of Woking

What’s on Offer

• Salary up to £50,000 (negotiable depending on experience)
• 25 days holiday + bank holidays
• Company pension
• Discretionary annual bonus
• Death in service (3x salary)
• Ongoing career development and support with further qualifications
• Friendly, professional and sociable office environment
• Free on-site parking

If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development.

Apply today to find out more.