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Permanent

Senior Paraplanner - Woking, Surrey, £50,000 basic + bonus + benefits 1-2-1 role with Dire

Woking
money-bag 45000.00-45000.00 Annual
3085441222
Posted Today

Senior Paraplanner - Woking, Surrey £50,000 basic + bonus + benefits 1-2-1 role with DirectorA boutique wealth planning firm based in Woking is looking to appoint a Senior Paraplanner to work directly alongside one of the Directors.This is a genuinely close working relationship - not a pooled support role. You''ll operate on a 1-2-1 basis, handling the full technical process for both existing clients and new business written by the Director.The firm advises a broad HNW client base across Surrey, Hampshire and Sussex, with assets ranging from £100,000 through to several million. Advice areas include pensions, investments, tax planning, retirement strategies, cashflow modelling and protection. Many client relationships span over 20 years, so the emphasis is very much on long-term, considered planning.The role will involve:End-to-end paraplanning on complex casesResearch and technical analysis across pensions and investmentsDrafting high-quality suitability reportsPreparing pre-meeting documentationAttending selected client meetingsSupporting the Director across ongoing client workThey are looking for someone with at least three years'' paraplanning experience within wealth management, and strong technical knowledge across pensions, investments and tax planning. Exposure to more complex or niche planning areas would be beneficial. Ideally, you''ll be working towards Chartered status.Team fit is important here. It''s a small, professional firm where people work closely together,

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