Senior Paraplanner

About the company

Overview Our client is a well-established, highly respected and growing Independent Financial Adviser practice based on the outskirts of Woking. They provide bespoke financial planning advice to a loyal and expanding client base, including high-net-worth individuals with complex planning needs.

Your tasks

Our client is seeking an experienced and technically proficient Paraplanner to join their established team. This is an excellent opportunity for someone who enjoys complex financial planning work and wants to play a key role in delivering exceptional client outcomes within a professional, collaborative environment.

The Senior Paraplanner Role As a Paraplanner, you will work closely with Financial Advisers to provide comprehensive research, analysis, and technical support across all areas of financial planning.

You will be involved in the full advice process, from undertaking research and analysing client circumstances through to preparing high-quality suitability reports and helping develop planning strategies.

This role offers exposure to

• Retirement planning and pension strategies
• Investment portfolio construction and review
• Cash flow modelling
• Inheritance Tax planning
• Trust and estate planning
• Protection planning
• High-net-worth and complex client cases

Senior Paraplanner - Key Responsibilities

• Analyse client information obtained from fact finds, meeting notes and existing records.
• Conduct detailed research and technical analysis across pensions, investments, tax planning, protection, trusts, and estate planning.
• Prepare suitability reports, recommendation letters, and supporting documentation to a consistently high standard.
• Undertake cash flow modelling and scenario analysis.
• Research products, platforms, and providers to identify suitable client solutions.
• Review and analyse existing investment and pension arrangements.
• Support advisers before and after client meetings.
• Attend client meetings where appropriate.
• Ensure advice recommendations meet regulatory and compliance requirements.
• Keep up to date with FCA regulation, Consumer Duty requirements, legislation, and industry developments.
• Build and maintain strong relationships with providers and professional connections.
• Contribute to the firm’s Investment Committee and broader technical planning initiatives.

Requirements

You will be an experienced Paraplanner with a strong technical knowledge base and a genuine passion for financial planning.

You will possess

• Minimum Level 4 Diploma in Financial Planning.
• At least 3 years’ experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm.
• Strong technical knowledge across pensions, investments, protection, trusts, tax planning, and inheritance tax.
• Proven experience writing detailed suitability reports.
• Experience using back-office systems, wrap platforms and financial planning software.
• Excellent analytical and research skills.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple cases and prioritise workloads effectively.
• Professional, proactive, and team-oriented approach.

Senior Paraplanner - Desirable

• Experience working with high-net-worth clients.
• Experience using Intelliflo, FE Analytics, and cash flow modelling software.

What we offer

Woking, Surrey Salary: Up to £50,000 (DOE) + Benefits

Senior Paraplanner - What’s on Offer

• Salary up to £50,000 depending on experience.
• Discretionary annual bonus.
• 25 days annual leave plus bank holidays.
• Company pension scheme.
• Death in Service benefit
• Full support for professional qualifications and career development.
• Exposure to complex and technically challenging financial planning work.
• Friendly, collaborative, and professional team environment.
• Free on-site parking.

Other

This is a fully office-based role, offering close collaboration with advisers, administrators and fellow paraplanners.

Please note: This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.