Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.
This role requires a proven background in Paraplanning within an IFA or Wealth Management environment, along with strong technical knowledge across all areas of financial planning. You’ll bring a professional approach, exceptional attention to detail, and a solutions-focused mindset. The successful candidate will play a key role in delivering high-quality technical and analytical support to the Chartered Adviser.
Responsibilities
- Analyse client information from fact finds, existing records, and meeting notes
- Conduct advanced financial analysis including cashflow modelling, pension and investment research, and IHT planning
- Work closely with the Chartered Adviser to prepare for client meetings and reviews
- Analyse clients’ existing portfolios and provide supporting technical insight
- Research products and services and prepare well-reasoned recommendations
- Produce detailed suitability reports, disclosures, and illustrations across a range of advice areas including investments, transfers, drawdown, IHT, and protection
- Attend client meetings alongside the adviser when required
- Collaborate with the wider team to ensure efficient business processing and submission
- Keep up to date with legislation, regulatory expectations, and industry best practice
- Maintain strong relationships with product and service providers
- Contribute actively to the in-house Investment Committee
Requirements
- Level 6 Advanced Diploma in Financial Planning (minimum)
- At least 4 years’ experience as a Paraplanner
- Competent with Intelliflo (or similar back-office systems), wrap platforms, FE Analytics, cashflow planning tools, and MS Office
- Strong technical knowledge across investments, pensions, tax planning, protection, trusts, and IHT
- Excellent written and verbal communication skills
If you feel you could be suitable, please apply for immediate consideration.
