Senior Paraplanner
Staverton (Hybrid working) Up to £53,000 + excellent benefits
My client are proud to be one of the UK's leading independent firms of Chartered Accountants and Business Advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. Their Financial Planning team has been recognised as one of the UK's Top 50 firms, reflecting our commitment to technical excellence, client service and long-term relationships.
Due to continued growth, we are seeking an experienced Senior Paraplanner to join our highly regarded Financial Planning team in Staverton. This is a fantastic opportunity to work on complex, high-quality cases and play a key role in supporting advisers and delivering exceptional client outcomes.
The Role
As a Senior Paraplanner, you will:
* Produce detailed, high-quality financial planning and suitability reports
* Support advisers across a broad range of complex advice areas
* Draft technical documentation and client-facing material, clearly articulating complex planning strategies
* Work closely with Financial Planners to deliver advice to both new and existing clients
* Liaise directly with clients, including high and ultra-high-net-worth individuals
* Collaborate with administration and wider team members to ensure efficient client servicing
About You
We're looking for someone who brings both technical expertise and a proactive approach:
* Minimum 5 years' experience in financial services, ideally within a paraplanning role
* Level 4 Diploma in Financial Planning (essential), with progress towards Chartered desirable
* Strong knowledge across pensions, investments, protection, and retirement planning
* Experience with tools such as Microdecisions, FE Analytics, Voyant and/or CashCalc
* Highly organised, detail-focused and technically strong
* Confident communicator with the ability to work collaboratively and use initiative
What's on Offer
* Competitive salary up to £53,000
* Hybrid working model (office-based in Staverton with flexibility)
* Direct application bonus
* Profit share scheme
* Clear progression and development pathway
* 28 days holiday + option to purchase additional leave
* Life assurance (6x salary)
* Health & wellbeing benefits (gym discounts, online GP, mental health support)
* Enhanced family leave
* On-site parking
* Regular social events
Apply Now
If you're an experienced paraplanner looking to step into a senior technical role within a highly respected and supportive firm, we'd love to hear from you.
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