Senior Paraplanner
Senior Paraplanner – Hybrid (2–3 days office)
Salary up to £50,000 + bonus & benefits
An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team.
Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base.
The Role:
Conduct detailed research and analysis of client financial arrangements
Undertake investment portfolio and asset allocation analysis
Prepare investment, pension and protection illustrations
Write clear, accurate suitability reports and service documentation
Support annual client reviews and ongoing servicing
Ensure full compliance with FCA regulations and internal procedures
The Ideal Candidate:
Minimum 2 years’ experience in a paraplanning role
R0 exams completed or in progress, working towards Level 4 Diploma
Strong technical knowledge across pensions, investments and protection
Excellent attention to detail and report-writing skills
Comfortable working in a fast-paced, collaborative environment
What’s on Offer:
Salary up to £45,000 (DOE)
Annual bonus
Hybrid working (2–3 days in the office)
25 days holiday + bank holidays + birthday off
Life assurance (4x salary)
Funded exams and paid study leave
Flexible benefits and wellbeing support
Clear long-term progression, including Chartered pathways
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