Senior Paraplanner
Position:
Senior Paraplanner
Location: Crawley, West Sussex
Salary: Up to £55,000 (DOE) + Generous discretionary bonus
Hours: Full-time
Type: Hybrid (After 3 months)
About the Role:
We are hiring for an experienced and dedicated Senior Paraplanner, with strong technical knowledge to join a highly regarded and well established financial planning/wealth management firm. The ideal candidate will have 3+ years' of working with HNW private clients, with client facing duties, and already be chartered, hold advanced qualifications or on track to complete chartered status.
This is an exciting leadership opportunity for someone who thrives in a collaborative, client-first culture and is ready to inspire a team dedicated to delivering top-tier financial planning services. You'll play a key role in ensuring excellent client experiences while supporting ongoing process improvement and innovation across the business.
Package & Benefits:
* Salary: Up to £55,000 depending on experience/qualifications
* Bonus: Generous discretionary bonus based on company profit and performance related
* Company pension scheme
* Fully funded exams, training, RO completion, advanced qualifications
* Up to 25 days + Bank Holidays
* Private medical, death in service & life insurance
* Ongoing training, support & full induction
* Employee assistance programme
* Discount perks & referral scheme
* On-site parking
Key Reponsibilities:
* Lead and develop the client support team in delivering financial planning services
* Collaborate with Financial Planners and administrators to support clients’ financial journeys
* Perform in-depth financial analysis and develop cash flow models
* Deliver tailored financial planning solutions (investments, pensions, tax, estate planning)
* Prepare detailed reports, recommendations, and client review documents
* Liaise with clients and professional partners
* Drive service enhancements and help improve processes across the team
Requirements:
* At least 3 years' paraplanning experience supporting advisers with UK high-net-worth private clients
* Strong grasp of the financial planning lifecycle and regulatory framework
* Chartered status, or on track to achieve (Preferred)
* Diploma Level 4 qualified with solid technical knowledge and CPD history
* Passion for coaching, people development, and building a positive team culture
* Confident communicator with strong analytical and organisational skills
* A proactive mindset with the ability to innovate and problem-solve
If this role is of interest, apply now or reach out for a confidential discussion to join our client's progressive team and make a significant impact in the financial planning industry.