Paraplanner

Senior Paraplanner. Independent, Chartered-supported, Cumbrian.

We are a proudly Cumbrian firm. We are directly authorised by the FCA, offering whole-of-market independent advice with no provider tie‑ins.

We've grown organically, without merger or acquisition, and we are fiercely independent: we are not being built to sell to a consolidator.

We're growing our paraplanning team and looking for an experienced Senior/Paraplanner to provide high‑quality technical support to our financial planners, and to help mentor and develop the junior paraplanners coming up behind you. This is a role for someone who can handle complex casework with minimal supervision and hit the ground running.

• Prepare suitability and review reports, cashflow analysis and product/provider research across pensions, investments, trusts and protection.
• Handle pension switches (excluding DB), investment switches and trust‑based investment work. EIS/VCT exposure is useful but not essential; we are a considered, low‑risk firm.
• Maintain accurate, compliant client records on iO (Intelligent Office) to FCA, GDPR and Consumer Duty standards.
• Support and mentor junior paraplanners and the client‑services team.

• 4+ years' paraplanning experience, ideally having progressed from an administrator role within a wealth firm.
• Level 4 Diploma (minimum), committed to CPD; working towards, or interested in, Chartered status.
• Exposure to pension switches (non-DB), investment switches and trust‑based investments.
• Confident with iO, Cash Calc, FE Analytics or close, transferable equivalents (e.g. Voyant).
• A team player who thrives in a close‑knit firm where quality is everything.
• Commutable to Carlisle or Penrith (Cumbria, Kendal, North Lancashire or the Scottish Borders), or open to relocating.

• A competitive salary, reviewed against your experience and qualifications. We'd rather discuss it openly in a first conversation than reduce it to a number in an advert.
• Overtime paid at time‑and‑a‑half on chargeable hours, almost unheard of locally.
• Genuine flexi‑time: core hours are just 10 to 12 and 2 to 4, within a 7am to 7pm window. Build up time and take up to a half day back each week.
• Hybrid working: up to 3 days from home once established, after an initial office‑based training period.
• 30 days' holiday plus bank holidays, buildable toward around 38 days via the flexi scheme.
• 5% employer pension, health & wellbeing plan, enhanced parental leave, paid professional subscription.
• Funded CII/CISI exams, study support and a clear path to Chartered.