Senior Paraplanner

Senior Paraplanner - Godalming (Hybrid) IFA Leadership & Technical Role

A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Godalming office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive.

Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs

Base Salary: Up to £52,000 & discretionary quarterly bonuses

Study Support: Paid first-attempt qualification exams + up to 2 study leave days

Progression Path: Clear track to Adviser role within 18-24 months, or senior specialist Paraplanning development

Professional Growth: Leadership exposure, pod-based structure, technical mentoring

Responsibilities

• Act as technical lead for a paraplanning team supporting eight advisers across two pods
• Manage workflow distribution and foster collaboration across advisors and paraplanners
• Provide hands-on support for complex cases, including HNW clients and technical product recommendations
• Oversee and mentor junior paraplanners
• Collaborate on strategic direction and team restructuring with the Head of Paraplanning
• Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities
• Participate in firm-wide initiatives including Senior Paraplanner Group meetings
• Liaise with support/admin teams to ensure case flow and client delivery excellence

Requirements

• Experience in paraplanning, with confidence in handling complex HNW cases
• Qualifications: Diploma (Level 4) essential; Chartered preferred but not required
• Technical Proficiency:
• Strong leadership mindset and emotional intelligence
• Ability to challenge advisers constructively
• Organised, proactive, and comfortable with conflict resolution when needed
• Strong communicator who enjoys developing others

This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership-or even into advice-this could be the perfect fit.