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Paraplanner - WokingBlakemore Recruitment • Woking, GB
Paraplanner - Woking

Paraplanner - Woking

Blakemore Recruitment • Woking, GB
30+ days ago
Salary
£50,000.00 yearly
Job type
  • Full-time
Job description

Paraplanner (Level 4 Diploma Qualified)

Location: Woking, Surrey

Salary: Up to £50,000 (dependent on experience) + bonus & benefits

A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.

The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.

Key Responsibilities

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

Requirements

  • 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
  • Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
  • Excellent attention to detail with strong written and verbal communication skills
  • Professional, organised and solution-focused approach
  • Strong team player able to work collaboratively within a technical team
  • Based locally or within a reasonable commuting distance of Woking

What’s on Offer

  • Salary up to £50,000 (negotiable depending on experience)
  • 25 days holiday + bank holidays
  • Company pension
  • Discretionary annual bonus
  • Death in service (3x salary)
  • Ongoing career development and support with further qualifications
  • Friendly, professional and sociable office environment
  • Free on-site parking

If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development.

Apply today to find out more.

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Paraplanner - Woking • Woking, GB

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