Paraplanner

Role Summary

An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based in Knaphill 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. You will have an excellent track record as a Paraplanner working with a similar Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude with meticulous attention to detail and a solutions focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to a Financial Adviser.

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

• Must have at least 2 years' experience as a Paraplanner in a similar role
• Level 4 Diploma in Financial Planning (preferable)
• 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
• Conscientious and diligent with meticulous attention to detail
• Excellent command of English, both verbal and in writing
• Team player
• Locally based, within a reasonable commutable distance from the office

What we offer

• Salary - up to £50K (Negotiable - dependent upon experience)
• 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