Senior Paraplanner

About the Firm

A well-established, professionally connected Independent Financial Advisory (IFA) firm with a strong reputation for delivering high-quality, holistic financial planning to HNW and mass affluent clients. Their collaborative culture, technical excellence, and client-first philosophy sets them apart, and due to continued growth, are seeking an experienced Senior Paraplanner to join their team.

The Role

As a Senior Paraplanner, you will play a key role in supporting our Financial Planners by delivering high-quality technical analysis, research, and suitability reports. You will work closely with advisers and administrators to ensure the delivery of precise, compliant, and client-focused financial planning solutions.

This is an excellent opportunity for an experienced paraplanner looking to take on greater responsibility, mentor junior team members, and contribute to the ongoing development of the firm's technical standards.

Key Responsibilities

• Prepare detailed and compliant suitability reports across pensions, investments, protection, and retirement planning
• Conduct comprehensive financial research and analysis to support client recommendations
• Interpret complex financial data and translate into clear client outcomes
• Review and maintain client portfolios in line with ongoing service requirements
• Provide technical support to Financial Planners ahead of client meetings
• Ensure all work adheres to FCA regulations and internal compliance procedures
• Assist in developing and improving paraplanning processes and templates
• Support and mentor junior paraplanners where appropriate

About You

You will be a technically strong and detail-oriented professional who thrives in a collaborative, quality-driven environment.

Essential:

• Diploma in Regulated Financial Planning (or equivalent)
• Proven experience in a paraplanning role within an IFA environment
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent report writing and analytical skills
• High level of accuracy and attention to detail

Desirable:

• Chartered Financial Planner status or actively working towards Chartered status
• Experience working with high-net-worth clients
• Familiarity with leading financial planning tools and platforms

What is on Offer

• Competitive salary and discretionary bonus
• Hybrid/flexible working arrangements
• Full support toward Chartered status and ongoing professional development
• A collaborative and professional team environment
• Opportunity to contribute to and influence a growing business