Senior Paraplanner
Finlink Ltd

Woking, Surrey
•2 hours ago
•No application
About
Paraplanner – WokingHybrid workingSalary: Up to £55,000This opportunity is ideal for experienced Paraplanners who have achieved (or are very close to achieving) the Level 6 Advanced Diploma in Financial Planning, and who enjoy being deeply involved in complex, high-quality financial planning work.If you’re looking for a role where your technical expertise is genuinely valued, where the advice process is collaborative, and where you can work closely with advisers on sophisticated HNW cases, this role will likely appeal to you. You’ll also benefit from strong professional development support, a stable and respected working environment, and the chance to contribute meaningfully to client outcomes.The BusinessThe firm is a well-established, highly respected independent financial planning practice with a strong reputation for delivering detailed, personalised financial advice. With decades of presence in the area, they focus on building long-term relationships and providing high-quality, holistic financial planning.They operate as a modern, forward-thinking IFA business with a strong emphasis on high technical standards, ethical advice, a collaborative team culture and long-term client relationships rather than transactional work.The business is growing steadily, supported by robust processes, high adviser retention, and a client base that includes professionals, business owners, and high-net-worth families.The RoleAs a key member of the paraplanning team, you’ll work closely with a couple of the senior advisers on a wide range of complex advice cases. A typical day might involve analysing fact find information, reviewing existing plans, and carrying out detailed financial modelling to support high-quality recommendations.You’ll be preparing suitability reports across pensions, investments, IHT, protection an



