Senior Paraplanner

Salary: £47,000 - £60,000 + Bonus (DOE)
Hybrid Working | Established, High‑Quality Financial Planning Firm

Are you an experienced Paraplanner who thrives on complex work, values technical excellence, and wants to play a key role in shaping high‑quality financial planning outcomes?

This is a fantastic opportunity to join an exceptionally professional and client‑focused financial planning business with a strong reputation for delivering personalised, thoughtful, and robust advice. Working closely with highly skilled advisers, you will play a central part in delivering bespoke financial plans for a diverse range of Private Client and High‑Net‑Worth individuals.

Why This Role Stands Out

Work on sophisticated and meaningful client cases
Be a genuine technical partner to advisers - not just a report writer
Hybrid working for a healthy work-life balance
A business that invests heavily in development, including support toward Chartered status
A culture where new ideas are encouraged, and career progression is genuinely supported

The Role

As a Senior Paraplanner, you will be responsible for providing in‑depth technical support and high‑quality financial planning analysis to help deliver exceptional client outcomes. Your responsibilities will include:

Conducting detailed research across investments, pensions, protection, tax, and estate planning
Preparing comprehensive and tailored financial plans and suitability reports
Building and reviewing cashflow models to illustrate complex scenarios
Maintaining high standards of compliance and accurate client records
Supporting advisers in client meetings where required, acting as a technical expert
Assisting with implementation of advice, from applications to portfolio changes
Contributing to continual process improvement and supporting wider team development

This is a varied and intellectually stimulating role, perfect for someone who enjoys deep technical work and thrives in a collaborative environment.

About You

The ideal candidate will bring a blend of technical capability, curiosity, and professionalism.

You will have:

Level 4 Diploma in Regulated Financial Planning (minimum)
Progression toward (or attainment of) Chartered or advanced qualifications - ideally Level 6+
At least three years' paraplanning or technical financial planning experience
Strong understanding of investments, pensions, protection, tax & estate planning
Experience using tools such as Voyant and Intelligent Office (or similar)
Excellent written communication skills and a high attention to detail
The ability to analyse complex information and present it clearly
A proactive, organised approach and genuine commitment to professional growth

What's In It for You

£47,000 - £60,000 salary, depending on experience
Hybrid working arrangement
Ongoing professional development and full exam support
The chance to work closely with senior advisers on complex, rewarding cases
A supportive, high‑performing, and values‑driven team culture

If you're an experienced, analytical, and ambitious Paraplanner looking for a role where your expertise truly matters, we'd love to hear from you.

Apply today and take the next step in your financial planning career