Paraplanner – Level 4 Qualified

About the role

A fast‑growing independent financial planning firm is seeking an experienced Paraplanner to support its advisers on complex, high‑net‑worth client cases. The role offers exposure to a wide range of financial planning scenarios and the chance to develop within a collaborative technical team.

Key responsibilities

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

Required profile

• 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.
• Excellent attention to detail with strong written and verbal communication skills.
• Professional, organised and solution‑focused approach.
• Team player able to work collaboratively within a technical team.
• Based locally or within reasonable commuting distance of Woking.

Required skills

• Intelliflo
• Wrap platforms
• FE Analytics
• Cashflow planning software

What we offer

• Salary up to £50,000 (negotiable based on experience).
• 25 days holiday plus bank holidays.
• Company pension scheme.
• Discretionary annual bonus.
• Death in service benefit (3× salary).
• Opportunities for ongoing career development.