Senior Paraplanner

We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.

If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.

Key Responsibilities:

• Producing detailed and accurate suitability reports across a range of financial planning areas


• Conducting technical research and analysis on pensions, investments, protection, and retirement planning


• Supporting Financial Advisers in preparing and implementing client recommendations


• Assisting with complex cases and high-net-worth client portfolios


• Liaising with providers, clients, and internal teams to ensure efficient case progression


• Reviewing and analysing financial information to support tailored client solutions


• Maintaining accurate client records and ensuring compliance standards are met


• Supporting and mentoring junior paraplanners where required


• Keeping up to date with industry regulations, products, and market developments

Experience and Skills Requirements

• Previous experience in a Paraplanner or Senior Paraplanner position


• Strong technical knowledge across pensions, investments, and financial planning


• Level 4 Diploma qualified as a minimum (working towards Chartered status advantageous)


• Excellent report writing and analytical skills


• Strong attention to detail and organisational ability


• Confident communication skills with a professional and client-focused approach


• Ability to manage workloads independently and prioritise effectively


• Competent IT skills and experience using financial planning systems and research tools


• A proactive, motivated, and team-oriented attitude

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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