Senior Paraplanner leading to Advisor role

About the role

We are seeking an experienced Senior Paraplanner to join a fast‑growing wealth management firm in Woking. The role offers a clear pathway to a Financial Adviser position and provides the chance to work closely with senior advisers on high‑net‑worth client portfolios.

Key responsibilities

• Produce detailed, compliant suitability reports and financial planning documentation.
• Research and analyse pensions, investments, protection, tax and estate planning solutions.
• Prepare cash‑flow models, investment performance reviews and client‑focused reports.
• Support advisers throughout the client journey, including documentation for review meetings and complex tax calculations.
• Manage technical queries, conduct quality checks across the paraplanning team and monitor case progress.
• Mentor junior paraplanners and act as the technical point of contact for advisers and third‑party providers.

Required profile

• Minimum five years of paraplanning experience within an independent financial adviser or wealth management environment.
• Level 4 Diploma in Financial Planning (or equivalent qualification).
• Demonstrated ability to produce high‑quality, compliant recommendations for high‑net‑worth clients.

Required skills

What we offer

• Salary up to £50,000 per annum plus bonus and excellent benefits.
• Opportunity to progress to a Financial Adviser role.
• Supportive, collaborative team environment with a focus on technical excellence.