💼 Full-Time Position

Senior Paraplanner - Woking

🏢
Blakemore Recruitment
📍 Woking, England, United Kingdom
📍
Location
Woking, United Kingdom
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Posted
June 12, 2026
⏰
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

We are currently recruiting for a highly regarded Financial Planning practice in Woking who are looking to recruit a Senior Paraplanner.

You will use your technical knowledge and expertise to analyse client needs, write recommendation reports and improve the planning process. Working closely with our financial advisers, you will also be supported by a highly proficient administration team.


Typical responsibilities

  • Attending client meetings with financial advisers when required

  • Analysing client information from fact find, existing records and meeting notes

  • Researching products and services to make suitable recommendations

  • Writing compliant client reports with appropriate disclosures and illustrations

  • Maintaining relationships with product and service providers

    • What they offer

  • Salary up to £45,000, pension, discretionary annual bonus

  • Flexible hours, potential...