Senior Paraplanner – [Location] (Hybrid)

Salary: Up to £55,000 Hybrid Working: Flexible Firm Type: Employee-Owned Trust (EOT) – no external shareholders, long-term stability, shared success

A rare opportunity for a highly technical, client-facing paraplanner

This is an exceptional role for a Level 4 qualified paraplanner operating at the top technical end who wants to work in a firm that genuinely values paraplanning as a core part of the advice process. You’ll join an Employee-Owned Trust (EOT) where every team member has a stake in the firm’s success, creating a collaborative, supportive and long-term environment.

If you enjoy complex planning, direct client interaction and being a true partner to advisers, this is the kind of role that stands out.

What you’ll be doing

You’ll work closely with advisers and clients across a wide range of sophisticated planning areas. This is a heavily client-facing paraplanning role, not a back-office report-writing position. Responsibilities include:

• Attending client meetings alongside advisers to provide technical insight
• Producing high-quality, bespoke suitability reports across pensions, investments and tax planning
• Conducting detailed technical research and analysis
• Preparing and interpreting cashflow models
• Reviewing existing arrangements and identifying planning opportunities
• Working collaboratively with advisers to shape recommendations
• Ensuring all advice is compliant, robust and clearly documented
• Contributing to technical standards, templates and process improvements

You’ll be a key part of the advice process from start to finish.

Why this firm is different

As an Employee-Owned Trust, the firm has:

• No external shareholders
• A culture built on collaboration, transparency and shared success
• Long-term stability and a genuine focus on doing what’s right for clients and staff

This structure directly benefits you through bonuses, culture and long-term security.

Bonus & reward structure

• Annual bonus based on salary

This is a firm where high performance is genuinely rewarded.

Holiday, hours & flexibility

• 35 days holiday + bank holidays + your birthday off (if it falls on a weekday)
• Ability to book time off in hours
• 35-hour working week
• Flexible start between 8am–10am
• early finish every Friday (5-hour day)

A genuinely healthy work–life balance.

Benefits

• Life insurance: 4x death in service
• Full income protection
• Pension: up to 10% employer contribution
• Profit share bonus – first £3,000 tax-free
• Supportive, collaborative team environment
• No expectation or pressure to progress into an adviser role

This is a firm that values technical specialists and wants them to stay technical.

What they’re looking for

• Level 4 Diploma qualified
• Operating at the top technical end of paraplanning
• Confident attending client meetings and contributing to discussions
• Strong technical knowledge across pensions, investments and tax planning
• High attention to detail and pride in producing quality work
• Someone proactive, collaborative and client-focused

This role suits a paraplanner who wants technical depth, client interaction and long-term stability.