Senior Paraplanner

Full Time, Accounting/Financial/Insurance Vacancy In Surrey

Senior Paraplanner

Location: Woking, Surrey

Role Summary

An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

Responsibilities

* Analyse client information from Fact Finds, existing records and meeting notes

* Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning

* Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios

* Research products and services to make suitable recommendations

* Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business

* Attend client meetings with financial advisers when required

* Work closely with all members of the team to ensure timely business processing and submission

* Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards

* Maintain relationships with product and service providers

* Active involvement within the in-house Investment Committee

Requirements

* Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)

* Must have at least 4 years’ experience as a Paraplanner

* Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office

* Technical competence in investments, pensions, tax allowances, protection, trusts and IHT

* Conscientious and diligent with meticulous attention to detail

* Excellent command of English, both verbal and in writing

* Team player

* Locally based or within a reasonable commutable distance from the office

What we offer

* Competitive Salary

* 25 days holiday plus bank holidays

* Pension

* Discretionary annual bonus

* Death in service cover

* Support with career development and qualifications

* Sociable and professional office environment

* Free parking

2025-10-20 08:29:30

Apply For This Accounting/Financial/Insurance Woking Vacancy – Here 

Updated 22-10-2025 10:29

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