Senior Paraplanner

Senior Paraplanner, Woking

Office based, can be flexible

Up to £50,000 (plus bonus)

This opportunity is best suited for experienced paraplanners with at least 3 years of technical experience in an IFA or wealth management setting. If you’re someone who thrives in complex financial planning cases, enjoys working closely with advisers, and wants to be part of a growing and respected team, this role offers a rewarding next step. With a salary of up to £50,000, 25 days’ holiday, and support for advanced qualifications, it’s a role that recognises both your skills and ambition.

The Business

This is a highly respected, long-standing Independent Financial Advisory firm based just outside Woking. The firm has grown consistently and is known for delivering tailored advice to high-net-worth clients. You’ll be part of a collaborative and professional team that values attention to detail, proactive support, and shared success. Technology, internal knowledge-sharing, and a commitment to best practice are central to how they operate.

The Role

Your day will be varied and intellectually engaging. You’ll begin by reviewing fact finds, adviser notes, and client documents to prepare for upcoming meetings. You’ll carry out complex research across pensions, investments, IHT, and protection — using platforms like FE Analytics and cashflow planning tools. You’ll prepare suitability reports tailored to each client, attend meetings alongside advisers when needed, and ensure everything is documented to a high standard. You’ll liaise with providers, contribute to investment committee discussions, and be a core part of ensuring advice is implemented efficiently and compliantly.

Benefits

• Salary up to £50,000 (depending on experience)
• 25 days holiday + bank holidays
• Employer pension
• Discretionary annual bonus
• Death in service cover
• Support with qualifications
• Free on-site parking
• Friendly, team-focused office environment

How to Apply

Applying is simple - just send your CV. The process typically involves an initial conversation followed by a face-to-face meeting with the paraplanning manager and a director. It’s a chance to really understand the culture and see if it’s the right fit for both sides.