We are seeking a Senior Paraplanner to join a forward-thinking, growing wealth management organisation. The business has an international presence and has ambitious growth plans for its UK operations.
This is an excellent opportunity to join an independent firm with a strong industry reputation, where you can build a long-term career and make a tangible impact. You will have the chance to lead, mentor, and support a growing paraplanning team, with potential progression into a Leadership or Head of Paraplanning role.
About the role
As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners to deliver high-quality, holistic financial advice, while taking a leadership role within the paraplanning team. Key responsibilities include:
- Supporting Wealth Planners by conducting thorough research across pensions, protection, investments, tax planning and other financial planning areas to achieve strong client outcomes.
- Preparing client-focused suitability reports and other technical documents in line with regulatory requirements and internal compliance standards.
- Providing complex technical input and proactive support to enhance the end-to-end advice process.
- Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations.
- Drafting clear, compliant communications that ensure positive client outcomes.
- Leading, mentoring, and supporting paraplanners and junior paraplanners, providing guidance, training, and technical development.
- Helping grow and develop the paraplanning team as the office expands, contributing to a collaborative and high-performing team culture.
- Acting as a technical reference point within the team, supporting colleagues with complex queries.
About you
You will be considered for this role if you have:
- A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent).
- Strong experience working as a paraplanner in a financial planning environment.
- Excellent technical knowledge across pensions, investments, protection, and taxation.
- Strong report-writing and communication skills.
- A proactive approach to research, problem-solving, and collaboration.
- A strong compliance focus, always acting in clients’ best interests and aligned with regulatory standards.
What’s on offer
- Market-leading salary up to £60,000.
- Company benefits and hybrid working (3 days in the office, 2 days from home).
- Opportunity to lead and develop a growing team in a dynamic environment.
- Clear career progression.
This is a unique chance for a paraplanner ready to make a significant impact, take on leadership responsibilities and grow alongside a thriving business.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
