Senior Paraplanner

Your tasks

The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.

• Produce comprehensive, compliant financial planning reports for advisers to present to clients
• Conduct technical research on products, providers, and planning solutions
• Support advisers with client reviews, queries, and ongoing servicing requirements
• Act as a point of contact for day-to-day client and adviser support queries
• Prepare client review packs and obtain illustrations as required
• Keep up to date with financial planning legislation, products, compliance requirements and industry developments

Requirements

Key Requirements

• Previous experience within a Financial Advice / Wealth Management firm
• Strong paraplanning and report-writing experience is essential
• Diploma in Financial Planning or Equivalent
• Highly organised with the ability to manage and prioritise workloads effectively
• High attention to detail with the ability to produce accurate, well-structured reports and correspondence

What we offer

*Salary: £50,000 - £60,000 + Bonus** A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way.

This role also offers structured training and development support with an option to progress towards advising available in the future.

• Hybrid Working Available
• Competitive Bonus Scheme
• Support and funding for professional industry qualifications
• Up to 30 days annual leave with holiday purchase (plus bank holidays)
• Excellent Training and Development Support
• Life assurance and pension scheme
• Clear progression opportunities, including the option to progress into an Adviser role