Paraplanner

Paraplanner (Level 4 Diploma Qualified) Location: Thames Ditton 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 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.