Average Paraplanner salary in Woking

We are partnered with a boutique financial planning company who are looking for an experienced Paraplanner to join their team. This position is ideal for someone who is a career Paraplanner with the experience of working with complex and highly technical advice cases for HNW clients. In order to be considered for this role you must as a minimum hold the CII Level 4 diploma and ideally be working towards Chartered status, if not Chartered already. You must also be very organised, with an attention to detail and exceptional communication skills.Our client is offering both hybrid and flexible working with a minimum of 2 days in the office.If you are interested in finding out more about the role please do get in touch or apply.

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities:• 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 Requirements :• Minimum Level 4 Diploma in Financial Planning • 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 What we offer:• Salary up to £55,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

ParaplannerLocation: SurreyContract: Permanent Salary: £30,000 - £40,000 per annum Start Date: Flexible Contact: .ukJob DescriptionService Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients.The successful candidate will be detail-oriented, proactive, and confident supporting client servicing, portfolio administration, compliance, and day-to-day operational activities within a busy financial services environment.Key ResponsibilitiesClient Service & Relationship Support Assist with onboarding new clients, including KYC/AML checks and account opening documentation.Maintain accurate and up-to-date client files, investment mandates, and regulatory records.Respond to client queries professionally and accurately. Portfolio & Investment Administration Process investment instructions as directed.Support the preparation of portfolio valuations, performance reports, and investment proposals.Assist advisers with research and run reports using FE Analytics.Build suitability reports and prepare documentation for client review meetings.Organise fund values, Letters of Authority (LOAs), and portfolio builds. Operational & Financial Support Liaise with investment platforms to ensure accurate settlements and reconciliations.Process payments and transfers in a timely and accurate manner. Compliance & Risk Management Ensure all processes are completed in line with regulatory requirements.Conduct AML, KYC, and due diligence checks in accordance with internal policies. Administrative Support Diary management for advisers.Provide general administrative support to the advisory team as required. CandidateCriteria Prior experience within the financial services industry.Experience supporting advisers or working in a paraplanning / wealth management support role.Strong understanding of compliance, client servicing, and operational processes.High attention to detail and ability to handle sensitive financial information accurately.Strong organisational skills with the ability to manage multiple priorities.Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management systems.Excellent written and verbal communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.