Senior Paraplanner leading to Advisor role, Woking, Surrey, Up to £50,000 + Excellent Benefits

Senior Paraplanner leading to Advisor role

Location: Woking, Surrey

Salary: Up to £50,000 + Excellent Benefits + Bonus

Job Type: Full Time | Permanent

Are you an experienced Paraplanner looking for a senior position where your technical expertise will be genuinely valued?

We're recruiting on behalf of a highly successful and growing wealth management firm seeking an experienced Senior Paraplanner to become a key member of their financial planning team.

This is an outstanding opportunity for a technically strong paraplanner who enjoys working closely with Financial Advisers, producing high-quality financial planning recommendations and playing an influential role within a collaborative, professional environment. You'll also have the opportunity to mentor colleagues, oversee quality standards and become the technical "go-to" person within the team.

If you're looking for a business that values technical excellence, encourages professional development and offers long-term career progression, we'd love to hear from you.

The Opportunity

Working alongside experienced Financial Advisers, you will provide high-level technical support across all aspects of financial planning, helping to deliver exceptional outcomes for high-net-worth clients.

Your responsibilities will include:

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• Producing detailed and compliant suitability reports.
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• Researching and analysing pensions, investments, protection, retirement, tax and estate planning solutions.
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• Preparing cashflow models, investment performance reviews and financial planning reports.
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• Researching products, obtaining illustrations and carrying out detailed comparisons.
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• Supporting advisers throughout the full client journey.
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• Preparing documentation for client review meetings.
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• Assisting with complex tax calculations where required.
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• Managing complex technical queries.
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• Ensuring reports meet the highest compliance and quality standards.
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• Carrying out quality checks across the paraplanning team.
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• Monitoring case progress and managing workflow to ensure excellent client service.
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• Acting as the technical point of contact for advisers and colleagues.
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• Mentoring and supporting junior members of the paraplanning team.
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• Liaising with providers and third parties to progress complex cases efficiently.
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What We're Looking For

We're keen to speak with experienced paraplanners who can demonstrate:

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• A minimum of 5 years' paraplanning experience within an Independent Financial Adviser or Wealth Management environment.
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• Level 4 Diploma qualified (or equivalent).
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• Strong technical knowledge across pensions, investments, tax planning, protection and estate planning.
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• Experience using research and cashflow software such as Analytics, CashCalc, Voyant or similar.
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• Experience of pension transfers and investment planning.
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• Up-to-date knowledge of FCA regulation and financial planning legislation.
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• Exceptional report writing and analytical skills.
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• Excellent attention to detail and organisational ability.
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• Strong communication skills with the confidence to work closely with advisers and external providers.
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• Excellent Microsoft Office skills including Word, Excel and Outlook.
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• A positive, proactive and collaborative approach.
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Why Apply?

This is a fantastic opportunity to join a highly respected wealth management business that genuinely values its paraplanning team.

You'll enjoy:

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• A senior technical role with real influence.
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• A collaborative and supportive working environment.
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• Exposure to complex financial planning cases.
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• Career progression opportunities.
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• Ongoing professional development and support.
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• Competitive salary and benefits package.
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• Modern offices in Woking with occasional travel where required.
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Apply Today

If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you.

To apply or arrange a confidential discussion, please contact:

Ryan Wootten

Financial Divisions Recruitment