Senior Paraplanner

FLEXIBLE LOCATIONS UK WIDE

Our client is a leading wealth management firm who are seeking a Senior Paraplanner to join the team. As a Senior Paraplanner, you'll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. You'll be responsible for detailed research, technical analysis, and the creation of high-quality advice documents across a wide range of planning areas including investments, pensions, protection, and tax-efficient structures.

This role suits someone who is confident working on sophisticated client scenarios, stays up to date with market and regulatory developments, and enjoys sharing knowledge with junior team members. You'll also contribute to improving internal processes, helping ensure they operate efficiently and consistently while meeting the highest standards.

Role & Responsibilities:

• Complete thorough research across financial products and planning solutions based on client objectives.
• Produce precise calculations and cashflow projections where required.
• Draft clear, compliant financial planning reports that accurately reflect client circumstances and risk appetite.
• Prepare technical commentary and supporting documents for client meetings.
• Identify additional planning opportunities and highlight them to the adviser.
• Provide guidance to less experienced paraplanners and support their development.
• Contribute ideas for improving report templates, workflows, and operational processes.

Do you have the following to apply?

• Strong background in paraplanning with exposure to complex cases.
• Broad knowledge of investment, pension, and protection planning.
• RQF Level 4 Diploma (or equivalent) is required; progress toward chartered status is advantageous.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.