Paraplanner

We are offering an exciting opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser (IFA) firm based just outside Woking.Working closely within a dedicated Paraplanning team, you ll support Financial Advisers on a wide range of high-net-worth and complex financial planning cases. This role suits a technically skilled, detail-oriented professional who enjoys problem-solving and thrives in a dynamic, client-focused environment. Key Responsibilities Analyse client information from Fact Finds, meeting notes, and existing records. Conduct in-depth financial analysis including cashflow modelling, investment and pension research, and inheritance tax planning. Support Financial Advisers with preparation for client meetings and reviews, including portfolio analysis and recommendations. Research financial products and services, ensuring suitable, compliant recommendations are made. Prepare high-quality, tailored Suitability Reports with full disclosures and illustrations Attend client meetings when required to support the advice process. Maintain up-to-date knowledge of regulations, tax legislation, and industry best practices. Build and manage relationships with product providers and support the in-house Investment Committee where required. Candidate Requirements Level 4 Diploma in Financial Planning (Level 6 or working toward it preferred). Minimum 4 years experience as a Paraplanner within an IFA or ..... full job details .....