Job Description
About the Firm
An established, office-led financial planning business with a strong focus on professionalism and client experience. The team works closely together in a collaborative culture, with paraplanners actively involved in the advice process and client meetings. The firm is planning ahead for succession and continued growth, creating a stable platform for a senior technical hire.
Role Summary
This is a pivotal Senior Paraplanner opportunity, taking ownership of complex technical support for advisers and the paraplanning team as a key point of reference. You will play a visible role in the client journey, with scope to develop into people leadership over time.
The environment suits someone who wants to build long-term expertise rather than move into advice.
Key Responsibilities
* Act as the go-to technical point of contact for advisers and paraplanners, building your profile as a trusted subject matter expert
* Support complex cases and problem-solve technical queries, strengthening advice quality across the business
* Participate in key new client meetings as part of a structured onboarding process, giving you greater visibility and influence than a report-only role
* Contribute to high-quality client reviews where additional technical input is needed, helping deliver a more personalised service
* Develop towards future management responsibility, creating a clear pathway into leadership for those who want it
Requirements
* Diploma qualified (or equivalent) in financial planning
* Strong technical knowledge with confidence handling queries from advisers and paraplanners
* Chartered status or working towards Chartered preferred (or demonstrably strong experience-based technical capability)
* A genuine long-term career plan within paraplanning/technical expertise rather than moving into an adviser role
* Comfortable working predominantly office-based, with occasional flexibility when required
Benefits
* 3x Death in Service
* Private Medical Insurance (PMI)
* Income Protection
* Group Pension:
* Minimum employee contribution of 3% (net pay) or 3.75% (salary sacrifice)
* 6% employer contribution (under 2 years’ service)
* Up to 10% employer contribution matched after 2 years’ service
* 25 days holiday, increasing to 30 days with long service
* Annual leave purchase/sale options
* Summer and Christmas social events