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Senior Paraplanner - Lead High-Net-Worth Planning

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Orla Rose Associates
Full Time position
Listed on 2026-05-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Position: Senior Paraplanner - Lead for High-Net-Worth Planning
A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. You will provide comprehensive paraplanning services, prepare detailed reports, and conduct technical research. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning.

This role offers an opportunity to take ownership of cases and work independently.
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Position Requirements
10+ Years work experience
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