Blakemore Recruitment
Paraplanner (Level 4 Diploma Qualified)
Location: Thames Ditton
Salary: Up to £50,000 (dependent on experience) + bonus & benefits
A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.
The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.
Key Responsibilities
- Analyse client information including fact finds, existing records and adviser meeting notes
- Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
- Support advisers in preparation for client meetings and reviews
- Analyse existing client portfolios and identify planning opportunities
- Research financial products and providers to support appropriate recommendations
- Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
- Attend client meetings alongside Financial Advisers when required
- Work closely with internal teams to ensure efficient processing and submission of business
- Keep up to date with regulatory developments and ensure compliance with industry standards
- Maintain relationships with product providers and platforms
- Contribute to internal investment discussions and committee activity
Requirements
- Minimum Level 4 Diploma in Financial Planning (essential)
- At least 2 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
- Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
- Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
- Excellent attention to detail with strong written and verbal communication skills
- Professional, organised and solution-focused approach
- Strong team player able to work collaboratively within a technical team
- Based locally or within a reasonable commuting distance of Woking
What’s on Offer
- Salary up to £50,000 (negotiable depending on experience)
- 25 days holiday + bank holidays
- Company pension
- Discretionary annual bonus
- Death in service (3x salary)
- Ongoing career development and support with further qualifications
- Friendly, professional and sociable office environment
If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development.
Apply today to find out more.
To apply for this job please visit www.reed.co.uk.
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