Senior Paraplanner / Technical Reviewer

Senior Paraplanner / Technical Reviewer

Canterbury (flexible working considered)

£40,000 - £50,000 (depending on experience)

Full time - 8:30am to 5:00pm with a 1 hour lunch break

Client Overview

This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South.

The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams.

This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role.

Role Details

• Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards.
• Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases.
• Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments.
• Providing constructive feedback to advisers and paraplanners where improvements or amendments are required.
• Identifying trends in advice quality and helping improve technical standards across the team.
• Working closely with compliance and training teams to support consistent advice quality across the firm.

Benefits / Details

• £40,000 - £50,000 salary depending on experience.
• 26 days holiday plus bank holidays.
• 5% pension contribution, medical cashback plan and death-in-service cover.
• Occupational sick pay and additional voluntary benefits.
• Flexible working arrangements can be discussed.

So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.