Senior Paraplanner
Technical ParaplannerWoking (Hybrid)Up to £55,000An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.Working as part of a collaborative and supportive Paraplanning team, you''ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planningSupport Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materialsAttend client meetings where appropriateContribute to the firm''s Investment Committee and stay up to date with financial planning legislation and best practiceBenefits:Competitive salary up to £55,00025 days annual leave + bank holidaysPension and death in service coverDiscretionary annual bonusCareer development support and exam fundingProfessional yet friendly office cultureFree on-site parkingTo be considered for this Paraplanner role:Diploma qualified (Level 4; working towards or holding Level 6 is advantageous3+ years of paraplanning experienceProficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft OfficeA proactive team player with a professional and ..... full job details .....
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