Senior Paraplanner

Company Overview

Join a forward-thinking, client-centric financial planning firm known for delivering holistic advice across pensions, investments, tax planning, and protection. With a strong culture of professionalism, accountability, and continuous development, this firm supports a high-performing team and offers excellent progression opportunities.

As a Senior Paraplanner, you'll play a pivotal role in supporting experienced Wealth Planners with complex client advice, mentoring junior team members, and contributing to ongoing process improvement—all within a firm that places values and client outcomes at the heart of everything it does.

• Conduct detailed research across pensions, investments, protection, and tax planning
• Prepare accurate cashflow models and technical analysis to support Wealth Planner recommendations
• Draft tailored, FCA-compliant suitability reports and recommendation letters
• Identify future advice opportunities and flag them proactively to advisers
• Support vulnerable clients with sensitivity and adapt communication accordingly

• Mentor, coach, and provide quality oversight for less experienced Paraplanners
• Share technical knowledge and support onboarding and training initiatives
• Act as a point of reference for complex technical queries

• Review and refine report templates for consistency and efficiency
• Contribute to process development initiatives across the Paraplanning function
• Maintain up-to-date CPD and comply with FCA certification requirements
• Champion best practice, knowledge sharing, and continuous improvement

• Level 4 Diploma in Regulated Financial Planning (essential)
• Working towards Chartered status (desirable)
• Strong understanding of FCA regulations and compliance frameworks

• Proven track record in paraplanning within a holistic financial planning or IFA environment
• Expertise in pensions, investments, life insurance, and tax wrappers
• Experience supporting complex cases and high-net-worth clients

• Proficient in MS Word, Excel, Outlook, Power Point
• Experience with cashflow planning tools (e.g., Voyant, Cash Calc) – desirable
• Experience with back-office systems (e.g., XPlan) – desirable

• High attention to detail and numerical accuracy
• Clear, confident communication – written and verbal
• Excellent organisational, prioritisation, and stakeholder management skills
• A proactive, collaborative approach to teamwork and learning

• Competitive salary: £50,000 – £60,000 per annum
• Hybrid working model (Cambridge HQ)
• Generous pension and holiday entitlement
• Funded CPD and support toward Chartered status
• Inclusive, ambitious, and supportive team culture
• Opportunities to influence process and drive change