Senior Paraplanner

A Career-Defining Opportunity

This is a rare opportunity for an experienced financial planning professional to step into a high-impact, client-facing role supporting high-net-worth individuals with complex financial needs. The successful candidate will join a respected and award-winning team, gaining exposure to sophisticated planning strategies and working closely with some of the most knowledgeable professionals in the industry.

Salary up to £70,000 + Bonus

What's In It for the Candidate?

• Professional Growth: Work alongside Chartered Financial Planners and technical experts, deepening expertise in areas such as tax planning, succession strategies, and portfolio construction.
• Client Impact: Play a pivotal role in shaping the financial futures of discerning clients, many of whom are investment professionals themselves.
• Recognition & Responsibility: Take ownership of technical delivery, from cashflow modelling to suitability reports, and be trusted as a key contributor to client relationships.
• Flexibility & Balance: Enjoy a hybrid working model with flexibility around hours and location, while still being part of a collaborative and supportive team.
• Prestige & Purpose: Be part of a firm that values integrity, professionalism, and long-term client relationships-where doing the right thing is at the heart of everything.

Key Responsibilities

• Attend client meetings and provide technical follow-up
• Build and present lifetime cashflow models tailored to individual goals
• Draft detailed financial plans and suitability letters
• Advise on tax, pensions, trusts, and investment strategies
• Stay current with regulatory and legislative changes
• Collaborate with advisers and support staff to ensure seamless service

Ideal Candidate Profile

• Experience in a paraplanning or technical role within independent financial advice
• Chartered Financial Planner (CII or equivalent)
• Strong understanding of tax, pensions, trusts, and investment products
• Experience with cashflow modelling tools (e.g., Voyant) and platforms like Intelliflo
• Excellent communication, analytical, and problem-solving skills
• A proactive, detail-oriented, and client-focused mindset