Senior Paraplanner

4 days ago

Guildford, United Kingdom Profectus Full time

Job DescriptionProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.This role requires a proven background in Paraplanning within an IFA or Wealth Management environment, along with strong technical knowledge across all areas of financial planning. You'll bring a professional approach, exceptional attention to detail, and a solutions-focused mindset. The successful candidate will play a key role in delivering high-quality technical and analytical support to the Chartered Adviser.ResponsibilitiesAnalyse client information from fact finds, existing records, and meeting notesConduct advanced financial analysis including cashflow modelling, pension and investment research, and IHT planningWork closely with the Chartered Adviser to prepare for client meetings and reviewsAnalyse clients' existing portfolios and provide supporting technical insightResearch products and services and prepare well-reasoned recommendationsProduce detailed suitability reports, disclosures, and illustrations across a range of advice areas including investments, transfers, drawdown, IHT, and protectionAttend client meetings alongside the adviser when requiredCollaborate with the wider team to ensure efficient business processing and submissionKeep up to date with legislation, regulatory expectations, and industry best practiceMaintain strong relationships with product and service providersContribute actively to the in-house Investment CommitteeRequirementsLevel 6 Advanced Diploma in Financial Planning (minimum)At least 4 years' experience as a ParaplannerCompetent with Intelliflo (or similar back-office systems), wrap platforms, FE Analytics, cashflow planning tools, and MS OfficeStrong technical knowledge across investments, pensions, tax planning, protection, trusts, and IHTExcellent written and verbal communication skills If you feel you could be suitable, please apply for immediate consideration.JBRP1_UKTJ

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