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Senior Paraplanner – Director of Operations Berkshire; Hybrid
Job Description & How to Apply Below
Wokingham, Berkshire (Hybrid) | Full-time, Permanent | Salary £55,000+ Benefits
Are you a Senior Paraplanner ready to take the next big step in your career?
This is more than just a senior paraplanning role – it’s a leadership pathway with the potential to progress all the way to Director of Operations in a highly respected Chartered Financial Planning firm based in Wokingham.
Why Join Us?Our client prides itself on delivering award-winning, truly independent advice. As a Chartered firm, we hold ourselves to the highest standards – but we also invest in our people, offering long-term career progression in a collaborative and supportive environment.
The RoleAs our Lead Paraplanner
, you’ll:
- Manage and mentor a team of four paraplanners, shaping their growth and ensuring top-quality output.
- Handle complex, high-value cases, bringing your Chartered-level expertise to the table.
- Partner with advisers to deliver robust, compliant, and client-focused financial planning.
- Play a key role in enhancing processes and driving efficiency across the team.
- Chartered status (or equivalent) with deep technical knowledge across pensions, investments, tax & estate planning.
- Proven
Position Requirements
10+ Years
work experience
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