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We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients. As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team. This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.

What you'll be doing:

Conduct research and analysis on a range of financial products, including pensions, investments, and insurance.
Prepare detailed, compliant reports and recommendations for Financial Planners.
Assist in the creation and review of financial plans and strategies to meet clients’ needs and objectives.
Ensure that all client files and recommendations are up-to-date, accurate, and compliant with regulatory standards.
Collaborate with Financial Planners to support client meetings, providing technical input as needed.
Act as a liaison with product providers, ensuring timely responses and efficient administration of client accounts.
Required Skills & Experience

Proven experience in a Paraplanning role for 3+ years within a financial advisory firm.
Level 4 Diploma in Financial Planning (required)
Strong technical knowledge of pensions, investments, tax, and insurance.
Excellent analytical skills with an eye for detail and accuracy.
Proficiency in financial planning software and MS Office suite.
Exceptional organizational skills and the ability to manage multiple tasks efficiently.Benefits

Competitive salary (£40,000 - £60,000 Negotiable) with discretionary annual bonus
Pension scheme
Private Medical Insurance allowance )
Hybrid working 
28 days annual leave + bank holidays
Study support for CII Exams
Free on-site parking
Clear career pathway with opportunities in to advice
Great culture & team events
What next?
Hit apply or contact Abi directly!
(email address removed)