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Senior Paraplanner

Job in East Coker, Yeovil, Somerset County, BA202YB, England, UK
Listing for: Premier Jobs UK Limited
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 42500 - 57000 GBP Yearly GBP 42500.00 57000.00 YEAR
Job Description & How to Apply Below
Location: East Coker

This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors for their clients.

Furthermore, as a Senior Paraplanner, it is common that other Paraplanners in the team will look up to you due to your technical expertise and experience. As a business that embraces development and supporting others, it is likely you will have an element of training and onboarding fellow Paraplanners, to enable them to embed within the team and flourish in the role.

You may also have opportunity to assist in identifying process improvements and working with management to develop the team Senior Paraplanner Requirements You must have strong experience as a Paraplanner within an IFA firm You must hold your full Level 4 Diploma in Financial Planning Individuals working towards Chartered / Advanced qualifications would be beneficial You must be confident in constructing thorough financial planning research and reports, including complex cases Senior Paraplanner Benefits Salary of £42,500 - £57,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Apply now to discuss this further with one of our team Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.

No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Position Requirements
10+ Years work experience
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