Senior Paraplanner – Director of Operations Berkshire; Hybrid

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.

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.

As 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