Senior Paraplanner

£50,000 to £60,000 | Hybrid (3 days office / 2 days home)

An established and highly respected financial planning firm in Sutton Coldfield is making a key strategic hire and is looking to appoint a Senior Paraplanner to support one of the firm’s senior advisers.

The firm is known for its high standards and client-first ethos
. Every piece of advice is tailored, considered and delivered with real depth. As such, the paraplanning function sits at the heart of the business. You will be trusted with complex work, given autonomy, and expected to contribute at a senior level. This is a role for someone who takes pride in their craft and wants to be recognised for technical excellence.

• Provide senior-level paraplanning support on complex client cases
• Produce high-quality, bespoke suitability reports with exceptional attention to detail
• Carry out detailed research across investments, pensions, tax and estate planning
• Be heavily involved in client-focused work, ensuring advice is clear, robust and compliant
• Act as a technical reference point within the business
• Contribute to maintaining and continually improving paraplanning standards

• Is an experienced paraplanner operating comfortably at senior level
• Is technically strong and confident handling complex planning scenarios
• Is ideally Chartered, or close to achieving Chartered status
• Has a mature, professional approach and strong communication skills
• Is deeply client-focused and understands the importance of delivering best-in‑class advice
• Is committed to a long-term career in paraplanning rather than moving into advice

• Completive salary up to £60,000
• Hybrid working: 3 days in the office, 2 from home
• Private medical insurance
• Death in service cover
• Bonus

If you’re a senior paraplanner who enjoys depth, complexity and delivering outstanding outcomes for clients, this is a role well worth exploring.

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick for a confidential conversation at elli
.