Chartered Paraplanner
About the company
The Chartered Paraplanner Opportunity An exciting opportunity has arisen for an experienced and technically capable Senior Paraplanner to join a well-established, growing and highly respected Independent Financial Adviser based on the outskirts of Woking.
Your tasks
Working as part of a collaborative and professional Paraplanning team, you will play a key role in supporting a chartered Financial Adviser, with a broad range of complex financial planning cases. This includes work involving high-net-worth clients, pensions, investments, retirement planning, tax planning, trusts, and inheritance tax strategies.
This role offers much more than report writing. You will be actively involved in researching solutions, contributing to client outcomes, and participating in the firm’s in-house Investment Committee.
Chartered Paraplanner - Key Responsibilities
- Analyse client information from fact finds, existing records and adviser meeting notes
- Conduct detailed financial analysis, including Cash flow modelling, Pension and investment research, Retirement planning, Trust, and IHT planning
- Review and analyse existing client portfolios
- Research and recommend appropriate products, providers, and planning strategies
- Prepare high-quality suitability reports and recommendations covering: Investments, Pensions, Drawdown, Transfers, Protection, Trusts, and Inheritance tax planning
- Support advisers in preparation for client meetings and reviews
- Attend client meetings where appropriate
- Liaise with providers and maintain effective professional relationships
- Work closely with advisers, administrators, and compliance to ensure efficient and timely business processing
- Maintain up-to-date technical knowledge of legislation, regulation, and industry best practice
- Contribute to the firm’s Investment Committee and broader business initiatives
Requirements
The successful candidate will be a highly organised, detail-oriented professional with strong technical knowledge and a genuine passion for delivering high-quality financial planning support.
To be considered for this role you must
- Hold a Level 6 Advanced Diploma in Financial Planning
- Have a minimum of 4 years’ paraplanning experience within an Independent Financial Adviser (IFA) or Wealth Management firm
- Live within a reasonable commutable distance from Woking
- Be willing to work full-time from the office: This is a fully office-based role, encouraging close collaboration, knowledge sharing, and team development
Chartered Paraplanner - About You – You will have:
- Level 6 Advanced Diploma in Financial Planning (preferable Chartered status)
- A minimum of 5 years’ experience as a Paraplanner within an IFA or Wealth Management environment
- Strong technical expertise across pensions, investments, taxation, protection, trusts, and estate planning
- Experience using industry software such as Intelliflo, wrap platforms, FE Analytics, and cash flow modelling tools
- Excellent report-writing and communication skills
- Outstanding attention to detail and quality standards
- A proactive, solutions-focused approach
- The ability to work effectively as part of a professional team
- Residency within a practical commuting distance of Woking
What we offer
What’s on Offer
- Competitive salary based on experience
- Discretionary annual bonus
- 25 days annual leave plus bank holidays
- Company pension scheme
- Death in service benefit
- Ongoing professional development and support with further qualifications
- Exposure to complex HNW financial planning cases
- Opportunity to contribute to the Investment Committee
- Friendly, professional, and collaborative working environment
- Free on-site parking
Other
Please note: This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.