Paraplanner

Shape the Future of Financial Planning — Senior Paraplanner Opportunity (Hybrid, Any UK Office)

Are you an experienced Paraplanner ready to elevate your career in a nationally respected Centre of Excellence? This is your chance to step into a pivotal role where your technical expertise and client-centric approach will directly shape exceptional outcomes for high-net-worth clients.

As a Senior Paraplanner, you'll be at the heart of a collaborative and highly skilled paraplanning team, supporting Financial Planners who work with clients holding significant portfolios. The role blends deep technical involvement with client interaction, offering a dynamic mix of analysis, strategy, and relationship management.

Whether you're already chartered or working towards advanced qualifications, you’ll be supported in your professional journey with tailored development opportunities, exposure to complex cases, and the chance to mentor others in your field.

Salary Up to £60,000 

• Generous holiday allowance
• Comprehensive pension scheme
• Professional study support (including towards Chartered status)
• Ongoing CPD and access to technical specialists
• Clear career progression within paraplanning or into advisory roles
• Wellbeing support, inclusive culture, and high-performing team environment

• Collaborate closely with Financial Planners to clarify client goals and deliver tailored, compliant financial planning recommendations
• Produce detailed, high-quality suitability reports and recommendation letters for clients with complex financial needs
• Conduct in-depth product and market research, including advanced cashflow modelling and scenario analysis
• Support and guide junior paraplanners, sharing best practice and acting as a go-to technical expert
• Prepare and maintain compliant client files throughout the advice journey
• Attend client meetings where required, helping to build rapport and enhance the overall client experience
• Stay at the forefront of regulatory changes and ensure documentation aligns with FCA standards
• Deputise for the Paraplanning Manager when needed, providing leadership and continuity

• Experience: 5+ years in a paraplanning role, ideally within a wealth management or IFA setting
• Qualifications: Diploma in Financial Planning (minimum); Advanced Diploma or progress toward Chartered status highly desirable
• Skills:
  • Strong understanding of FCA principles and regulatory frameworks
  • Advanced knowledge of financial planning tools, platforms, and products
  • Exceptional written and verbal communication
  • Ability to work independently and handle multiple priorities under pressure
  • A supportive, mentoring mindset with a passion for knowledge-sharing

• Opportunities to become a subject matter expert or mentor
• Career progression pathways into technical leadership or Financial Planner roles
• Exposure to a broad client base and diverse case work
• Continued professional development supported by structured training and exam sponsorship

This role is perfect for a confident, detail-driven Paraplanner who thrives on solving complex challenges and delivering a top-tier client experience. If you’re ready to take your technical skills and career to the next level, this is the role you’ve been waiting for.

Apply now and become a key part of a high-performing team that’s shaping the future of financial planning.