Senior Paraplanner

Senior Paraplanner - Level 4Woking, Surrey Office-based Up to £50,000 DOE + benefitsIf you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process.You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing.The BusinessThis is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements.The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work.The RoleWorking closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies.Your work will cover areas including:Retirement and pension planningInvestments and portfolio reviewsCashflow modelling and scenario analysisInheritance Tax ..... full job details .....