Company Overview
Are you an experienced Senior Paraplanner looking to take the next step in a forward-thinking, client-centric wealth management firm?
We’re partnering with a highly respected, award-winning UK Wealth Management and Financial Planning firm that is continuing to grow its Wealth Planning division. Known for delivering holistic financial advice and outstanding client outcomes, the business combines technical excellence with a collaborative and supportive culture.
This is an excellent opportunity to join a firm that values professional development, technical expertise, and career progression, supporting you on your journey towards Chartered Financial Planner status.
The Opportunity
As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners by delivering high-quality technical research, suitability reports, and complex financial planning solutions.
You will also act as a mentor within the team, helping to develop junior paraplanners while contributing to process improvements and best practice initiatives.
Salary & Benefits
- Salary: Up to £62,000 (DOE)
- Discretionary bonus
- Hybrid working (flexible office/home split)
- 25+ days holiday + bank holidays
- Pension scheme
- Study support towards Chartered status
- Ongoing CPD & professional development
- Collaborative, high-performing team culture
Key Responsibilities
- Produce high-quality suitability reports across pensions, investments, protection, and tax planning
- Conduct detailed research and analysis to support holistic financial advice
- Perform cashflow modelling and financial calculations
- Ensure all client documentation is clear, compliant, and client-centric
- Identify future planning opportunities for clients
- Support Wealth Planners with complex case work and technical queries
- Mentor and coach junior paraplanners, providing guidance and oversight
- Contribute to process improvements and efficiency initiatives
- Maintain up-to-date knowledge of financial markets, products, and regulation
Requirements
- Minimum 3+ years paraplanning experience within an IFA / Wealth Management firm
- Strong experience across pensions, investments, protection, and tax planning
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Working towards Chartered Financial Planner status (desirable)
- Experience producing complex suitability reports
- Strong knowledge of FCA regulations and compliance frameworks
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with Xplan and cashflow modelling tools (desirable)
Skills & Attributes
- Excellent technical knowledge of financial planning
- Strong analytical and numerical skills
- Exceptional attention to detail
- Strong communication and stakeholder management skills
- Ability to prioritise and manage multiple cases
- Collaborative mindset with a passion for mentoring and team development
Culture & Values
This firm prides itself on being client-focused, collaborative, ambitious, and accountable—delivering consistently strong outcomes for clients while fostering a supportive and progressive working environment.