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Senior Paraplanner

  • Permanent
  • £50,000 - £65,000

Job details.

Having recently received a substantial injection of funding, a prestigious boutique whole of market Financial Advisory Practice based in Central London are currently seeking a Senior Paraplanner to work alongside a dynamic team of IFAs in the provision of top-tier financial planning advice in this flexible hybrid role.

Position Overview:

As a Senior Paraplanner, you will play a pivotal role in the firm, leveraging your expertise to provide exceptional support to our team and clients. This role requires a seasoned individual with a strong background at the Paraplanner level, advanced exam qualifications, and a track record of excellence in financial planning. Attention to detail, the ability to work independently under pressure, and effective communication skills are essential for success in this role.

Key Responsibilities:

  • Conduct research and technical assessment of cases submitted by Consultants.
  • Produce compliant and technically accurate suitability letters and reports within reasonable timescales.
  • Act as a key member of the Operations Committee, contributing to business strategies and maintaining morale at all levels.
  • Conduct appraisals and performance reviews for support personnel, providing guidance and support as needed.
  • Assist with personnel queries, including progression, leave requests, and conflict resolution.
  • Highlight areas of improvement and present ideas for implementing change.
  • Liaise with compliance department to address technical queries and ensure adherence to regulations.
  • Analyse raw data to assist Advisers in making client recommendations.
  • Maintain accurate record-keeping of all communication with clients and third parties.

Qualifications & Experience:

  • Advanced exams, preferably Chartered status.
  • Minimum 5 years of relevant IFA industry experience, with at least 3 years at Paraplanner level or equivalent.
  • Excellent knowledge of all advice areas, including retirement planning and pension consolidation.
  • Bespoke client-focused report writing experience.
  • Strong technical knowledge and understanding of compliance responsibilities.
  • Ability to work within a team, providing support and management to more junior members.
  • Problem-solving skills, creativity, and effective communication.

Personal Attributes:

  • Self-motivated and flexible.
  • Honest, trustworthy, and respectful with confidential information.
  • Adaptable and willing to take on tasks outside of immediate role.
  • Possess cultural awareness and sensitivity.
  • Demonstrate sound work ethics.

Pay and Benefits:

  • Starting salary - £50,000 - £65,000
  • Comprehensive Benefits from start
  • Hybrid Working

If the opportunity to work flexibly in within a well-established and growing organisation as a senior member of a team appeals to you, please do not hesitate to apply.


  1. Financial Services

Joseph Gorman

Managing Consultant

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