Senior Paraplanner

Location: Near Woking, Surrey Salary: Up to £50,000 (DOE) + Benefits Full-Time Office-Based About Us We are a well-established, highly respected and growing Independent Financial Adviser practice based on the outskirts of Woking. We provide bespoke financial planning advice to a loyal and expanding client base, including high-net-worth individuals with complex planning needs. We are seeking an experienced and technically proficient paraplanner to join our established team. This is an excellent opportunity for someone who enjoys complex financial planning work and wants to play a key role in delivering exceptional client outcomes within a professional, collaborative environment. This is a fully office-based role, offering close collaboration with advisers, administrators and fellow paraplanners. The Role As a paraplanner, you will work closely with Financial Advisers to provide comprehensive research, analysis and technical support across all areas of financial planning. You will be involved in the full advice process, from undertaking research and analysing client circumstances through to preparing high-quality suitability reports and helping develop planning strategies. This role offers exposure to: Retirement planning and pension strategies Investment portfolio construction and review Cash flow modelling Inheritance Tax planning Trust and estate planning Protection planning HNW and complex client cases Key Responsibilities Analyse client information obtained from fact ..... full job details .....