Job Description
A highly regarded and well-established wealth management firm is seeking a Senior Paraplanner to join their expanding team. This is a fantastic opportunity for an experienced paraplanner looking to step into a senior role, working on complex cases and mentoring junior team members.
The Role:
As Senior Paraplanner, you’ll play a pivotal role supporting Financial Advisers by preparing detailed and compliant suitability reports, conducting in-depth research, and ensuring the smooth delivery of advice. You will also take on mentoring responsibilities, helping to develop and guide junior paraplanners within the team.
Key Responsibilities:
* Produce accurate, compliant suitability reports covering complex financial planning areas
* Conduct thorough research and analysis to support advice recommendations
* Mentor and support junior paraplanners, sharing technical knowledge and best practices
* Liaise with Advisers, clients, and providers to deliver a seamless service
* Keep up to date with relevant legislation, financial products, and industry standards
* Assist in enhancing internal processes and workflows
Requirements:
* Proven paraplanning experience, ideally with senior-level responsibility
* Level 4 Diploma qualified (or near completion)
* Strong technical knowledge across pensions, investments, and protection
* Experience mentoring or coaching junior team members
* Excellent attention to detail and communication skills
* Collaborative and proactive approach
Salary & Benefits:
* Up to £53,000 per annum (dependent on experience)
* 28 days holiday plus bank holidays
* Life assurance and private medical insurance
* Pension scheme and dental cover
* Discretionary annual bonus
* Full exam support for professional qualifications
* Hybrid working arrangement (3 days office / 2 days home)
This is an excellent career opportunity with a supportive, forward-thinking firm that values long-term development and rewards success.