Senior Paraplanner

An excellent opportunity for an experienced Paraplanner to join a well-established and growing Independent Financial Adviser firm in Surrey. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

• Analyse client information from Fact Finds, existing records and meeting notes
• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
• Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios
• Research products and services to make suitable recommendations
• Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
• Attend client meetings with financial advisers when required
• Work closely with all members of the team to ensure timely business processing and submission
• Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
• Maintain relationships with product and service providers
• Active involvement within the in-house Investment Committee

• Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
• Must have at least 4 years’ experience as a Paraplanner
• Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
• Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
• Conscientious and diligent with meticulous attention to detail
• Excellent command of English, both verbal and in writing
• Team player
• Locally based or within a reasonable commutable distance from the office

• Salary between £55,000 - £60,000 (dependent upon experience)
• 25 days holiday plus bank holidays
• Pension, discretionary annual bonus
• Death in service
• Support with career development and qualifications
• Sociable and professional office environment

A fantastic opportunity for an experienced IFA Administrator to join a highly regarded and professional Financial Planning business in Surrey. This is a fully office-based role and ideal for someone who thrives in a structured, team-focused environment and is confident supporting Financial Advisers day-to-day.

·General administration support for the Financial Advisers

·Inputting and maintaining the back-office system

·Ensuring client files are kept up to date and meet Compliance standards

·Preparing Illustrations, key features and application forms

·Processing new business, placing trades, submitting pension and investment transfers

·Preparing letters of authority

·Contacting Providers and liaising with clients

·Preparing valuations and performance reports

·Preparing client reviews

·Compile client meeting packs

·Must have a minimum of 2 year’s experience working for an IFA

·Excellent attention to detail

·Conscientious and diligent

·Preferred experience with Intelligent Office and Wrap Platforms

·Working knowledge of Word and Excel

·Aware of applicable legislation, guidance and best practice

·Excellent command of English, both verbal and in writing

·Team player

·Punctual, polite and well presented

·Locally based or within a reasonable commutable distance from the office (as a fully office based role)

·Salary up to £35,000 (dependent upon experience)

·25 days holiday plus bank holidays

·Pension, discretionary annual bonus

·Death in service

·Support with career development and qualifications

·Sociable and professional office environment