Senior Paraplanner

The Role

Working closely with the Head of Wealth Planning and a team of experienced Financial Planners, you'll provide high-quality technical support across a wide range of complex client cases.

• Preparing detailed suitability reports and financial planning recommendations
• Conducting technical research across pensions, investments, tax planning and estate planning
• Carrying out extensive cashflow modelling
• Analysing client information to support bespoke financial planning strategies
• Liaising with providers, clients and advisers to obtain technical information
• Supporting advisers with complex client cases from recommendation through to implementation

This is a genuine career Paraplanner position, ideal for someone who enjoys the technical side of financial planning and wants to continue developing within a specialist paraplanning role rather than moving into financial advice.

• Salary between £55,000 and £75,000
• Discretionary annual bonus
• Hybrid working (3 days in the office, 2 days from home)
• Modern City of London offices
• Standard working hours (9:00am-5:30pm)
• Exposure to complex, high-quality financial planning cases
• Supportive, collaborative team culture
• Long-term career development within an ambitious and growing business

We're keen to speak with experienced Paraplanners who possess:

• At least 4-5 years' paraplanning experience within financial planning or wealth management
• Strong technical knowledge across pensions, investments and wider financial planning
• Experience producing high-quality suitability reports
• Cashflow modelling experience (Voyant preferred)
• Experience using industry research tools such as FE Analytics
• Chartered Financial Planner status, or active progress towards Chartered, would be highly advantageous
• Excellent communication skills, attention to detail and a genuine passion for technical financial planning.

This is an excellent opportunity to join a highly regarded wealth management business where you'll work on interesting, complex client cases, receive excellent support, and enjoy genuine long-term career prospects.