Senior Paraplanner

Salary: £40,000 - £60,000

Location:

Hybrid (9-5 with flexible working)
Type:
Permanent

Are you an experienced Paraplanner looking to step into a senior role within a modern, forward-thinking financial planning firm? This is an excellent opportunity to join a growing business with around 30 team members and a genuinely supportive, collaborative culture.

About the Role

As a Senior Paraplanner, you'll play a key role in providing high‑level technical support to advisers and delivering an exceptional paraplanning function. This is a position where your input will be valued, your expertise recognised, and your development supported.

Key Responsibilities

Producing high‑quality, compliant suitability reports and technical research
Supporting advisers with complex case construction and technical queries
Conducting product, fund, and tax planning research
Contributing to improvements in paraplanning processes and standards
Ensuring all work meets regulatory and internal quality standards
Acting as a senior point of technical support within the team

What We're Looking For

Strong experience in a technical paraplanning role
Ideally fully qualified with all R0 exams (or close to completion)
Excellent knowledge of pensions, investments, and tax planning
A collaborative, proactive approach and high attention to detail
Someone who thrives in a growing, people‑focused environment

Why Join?

This firm offers one of the most engaging and rewarding cultures in the sector, including:

Hybrid working plus flexible hours (9-5 core)
Reward trips and staff events - including activities such as skiing days
A supportive team environment with genuine opportunities to contribute and grow
Being part of a modern, dynamic business that values its people and celebrates success