Senior Paraplanner - Level 6 (Chartered)Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experienceIf you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm''s Investment Committee.The BusinessYou will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning.The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team.The RoleWorking within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning.Your responsibilities will include:Analysing fact finds, existing client records and adviser meeting notes.Undertaking cashflow modelling and detailed pension and investment research.Reviewing existing client portfolios and researching suitable products, providers and planning strategies.Preparing suitability reports covering investments, ..... full job details .....