Paraplanner in Woking, Surrey

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.

This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. 

The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. 

Responsibilities:

• Analyse client information from Fact Finds, existing records and meeting notes 
• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning 
• Support advisers ahead of client meetings/reviews and analyse client's existing portfolios 
• Research products and services to make suitable recommendations 
• Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business 
• Attend client meetings with financial advisers when required 
• Work closely with all members of the team to ensure timely business processing and submission 
• Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards 
• Maintain relationships with product and service providers 
• Active involvement within the In-house Investment Committee 

Requirements :

• Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) 
• Experience as a Paraplanner 
• Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office 
• Technical competence in investments, pensions, tax allowances, protection, trusts and IHT 

What we offer:

• 25 days holiday plus bank holidays 
• Pension 
• Discretionary annual bonus 
• Death in service cover 
• Support with career development and qualifications 
• Sociable and professional office environment 
• Free parking 

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
 
Please Note:  Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.