Job Description
Job Title: Senior/Technical ParaplannerLocation: Hybrid - LeedsSalary: Up to £50,000 per annumJob Type: Full-Time, Permanent
Overview
An exciting opportunity has arisen for a highly experienced and technically skilled Senior/Technical Paraplanner to join a leading wealth management and financial planning organisation. This firm supports over 10,000 clients and manages in excess of £2 billion in assets, with a strong reputation for excellence and integrity across the UK.
As a Senior Paraplanner, you will play a vital role in supporting high-net-worth (HNW) and complex financial planning cases, working closely with senior advisers and leadership. This hybrid role offers the chance to work remotely with regular access to a modern Liverpool-based office and be part of a dynamic, supportive team.
Key Responsibilities
* Conduct advanced financial analysis, including cash flow modelling, pension planning, estate and tax planning, and investment research
* Work on complex planning scenarios involving trusts, intergenerational wealth transfer, and inheritance tax
* Produce detailed, accurate, and compliant technical reports tailored to individual client needs
* Support and mentor other paraplanners, contributing to their technical development and training
* Liaise directly with financial advisers and external providers to ensure exceptional client outcomes
* Stay up to date with regulations and market trends, driving continuous improvement across the team
About You
To be considered for this Paraplanner role, you will have:
* At least 2 years’ experience as a Paraplanner within a financial planning or wealth management environment
* Level 4 Diploma in Financial Planning (or equivalent); Chartered status or working towards it is advantageous
* Proven experience dealing with complex client cases, including pension transfers, tax planning, and estate strategies
* Ability to lead, coach, and develop fellow paraplanners
* Strong analytical skills, meticulous attention to detail, and a client-first mindset
* Excellent written and verbal communication skills with strong knowledge of compliance procedures
What’s on Offer
* Salary up to £50,000 depending on experience
* Hybrid working (Liverpool office + remote)
* Career development support, including progression towards Chartered status
* Work with senior leadership on technically advanced client files
* Collaborative and values-driven culture
* Modern systems and supportive infrastructure
Working Hours
* Monday to Friday
* No weekends
* Hybrid: Office and remote balance
If you are an ambitious and technically capable Paraplanner seeking to take your career to the next level, apply today to join a thriving and respected financial planning firm that truly values its people.