A highly regarded and well-established wealth management firm is seeking a Senior Paraplanner to join their expanding team. This is a fantastic opportunity for an experienced paraplanner looking to step into a senior role, working on complex cases and mentoring junior team members.
The Role:
As Senior Paraplanner, you’ll play a pivotal role supporting Financial Advisers by preparing detailed and compliant suitability reports, conducting in-depth research, and ensuring the smooth delivery of advice. You will also take on mentoring responsibilities, helping to develop and guide junior paraplanners within the team.
Key Responsibilities:
- Produce accurate, compliant suitability reports covering complex financial planning areas
- Conduct thorough research and analysis to support advice recommendations
- Mentor and support junior paraplanners, sharing technical knowledge and best practices
- Liaise with Advisers, clients, and providers to deliver a seamless service
- Keep up to date with relevant legislation, financial products, and industry standards
- Assist in enhancing internal processes and workflows
Requirements:
- Proven paraplanning experience, ideally with senior-level responsibility
- Level 4 Diploma qualified (or near completion)
- Strong technical knowledge across pensions, investments, and protection
- Experience mentoring or coaching junior team members
- Excellent attention to detail and communication skills
- Collaborative and proactive approach
Salary & Benefits:
- Up to £53,000 per annum (dependent on experience)
- 28 days holiday plus bank holidays
- Life assurance and private medical insurance
- Pension scheme and dental cover
- Discretionary annual bonus
- Full exam support for professional qualifications
- Hybrid working arrangement (3 days office / 2 days home)
This is an excellent career opportunity with a supportive, forward-thinking firm that values long-term development and rewards success.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
