We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team.
Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities.
This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway – should you want to.
The Role
Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance.
At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning.
Key Responsibilities
- Produce clear, accurate and high-quality suitability reports within agreed timescales
- Analyse client objectives and identify key financial planning considerations
- Evaluate existing financial arrangements and provide technical analysis
- Undertake whole-of-market research across investments, pensions and protection solutions
- Interpret risk analysis and assess suitability of recommendations
- Provide technical, research and administrative support to Financial Planners
- Attend client meetings where required
- Maintain accurate client records and ensure compliance standards are met
- Keep up to date with regulatory developments and industry changes
Senior - Level Responsibilities
- Mentor and support trainee and junior paraplanners
- Assist with quality checking and technical oversight of reports
- Contribute to process improvements and business efficiency projects
- Act as a technical role model within the paraplanning team
About You
To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support.
Essential Requirements
- Diploma in Financial Planning (Level 4 qualified)
- Previous experience within an IFA / Financial Planning environment
- Strong suitability report writing experience
- Excellent technical knowledge across pensions, investments and protection
Desirable
- Minimum 3+ years’ experience in a technical paraplanning role
- Experience mentoring or supporting junior paraplanners
- Cashflow modelling experience
- Familiarity with Intelliflo Office and industry research tools
What’s on Offer
- Competitive salary to £55,000 plus bonus and strong company benefits
- Hybrid and flexible working arrangements
- Clear career progression pathway (including Adviser/Consultant route)
- Supportive and collaborative team environment
- Ongoing professional development and exam support
- Opportunity to work for a highly respected, national financial planning firm
If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
