Careers

If you want to contribute to our business success, we will consider your CV even if we are not currently advertising for a specific role. We are always open to flexible and part time working, and many staff already structure their hours to suit life outside the office.

To find out more, please send your CV directly to jane@laithwaiteifa.co.uk and we will be in touch.

Senior paraplanner

Salary: up to £50,000, depending on experience

Location: Woking, Surrey

Role Summary

An excellent opportunity for an experienced Level 6 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. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning.  Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. 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

  • Must hold Level 6 Advanced Diploma
  • Must have at least 4 years’ experience as a Paraplanner
  • Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
  • Technical expertise in investments, pensions, tax allowances, protection, trusts and IHT
  • Conscientious and diligent with meticulous attention to detail
  • Excellent command of English, both verbal and in writing
  • Team player
  • Locally based or within a reasonable commutable distance from the office

What we offer

  • Salary up to £50,000 (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

To apply for this role, please email your CV to Jane@laithwaiteifa.co.uk

Our Location

Located In Woking

The Forge, 101 Robin Hood Road, Knaphill, Woking, Surrey, GU21 2LS