Job Description
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression?
This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development.
The Role
As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance.
Key Responsibilities
- Conduct research and analysis across a wide range of financial planning products
- Prepare high-quality, compliant suitability reports and supporting documentation
- Undertake cashflow modelling and financial analysis where required
- Liaise with Financial Planners to develop holistic advice strategies for clients
- Support and coach junior paraplanners, contributing to continuous improvement initiatives
- Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements
About You
- Level 4 Diploma in Regulated Financial Planning (or equivalent) essential
- Ideally working towards Chartered status (desirable but not essential)
- Proven experience in a paraplanning role, with exposure to complex client cases
- Strong technical knowledge of pensions, investments, and protection products
- Excellent communication, organisation, and attention to detail
- Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools)
The Offer
- Salary: £50,000 - £60,000 depending on experience
- Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home
- Benefits: Competitive package including bonus and comprehensive benefits
- Progression: Clear pathway to advisory or senior leadership roles
If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
