Senior Paraplanner

Are you a detail-driven financial professional with a passion for delivering exceptional client experiences and helping people live the life they want to live?

We are seeking a Senior Paraplanner to support a Financial Planner within a collaborative pod structure, playing a pivotal role in delivering outstanding financial advice, service, and long-term value to clients.

This is an opportunity to join a values-led, forward-thinking financial planning business where precision, learning, and genuine client care sit at the heart of everything we do.

The Role

As an Senior Paraplanner, you will work closely with Financial Planners and Client Service associates to ensure every client interaction reflects confidence, clarity, and peace of mind.

Client Support & Relationship Management

• Support and attend client meetings (dependent on service level) and accurately document discussions.
• Act as a professional and approachable point of contact for clients, providing updates, reassurance, and a consistently high standard of service.
• Ensure timely, high-quality follow-up that enhances the overall client experience.

Technical Research & Reporting

• Conduct in-depth technical research and financial analysis to support client recommendations.
• Produce clear, well-structured, compliant suitability reports aligned with client goals, values, and long-term objectives.
• Maintain a strong working knowledge of financial planning strategies, products, providers, and regulations.

Professional Development

• Take ownership of your ongoing development through CPD and professional study.
• Embrace feedback, mentoring, and progression opportunities towards Chartered or Financial Planner status.
• Uphold the highest standards of integrity, care, and professionalism.

Experience & Qualifications

• Minimum Level 4 qualification (Chartered Financial Planner status or working towards preferred).
• At least 3 years’ experience in a technical, paraplanning, or associate advisory role.
• Strong understanding of financial planning, tax efficiency, and investment solutions.
• Demonstrated experience producing compliant, high-quality research and suitability reports.
• Confident communicator able to translate complex concepts into clear, client-friendly language.
• Strong awareness of FCA regulation, compliance, and best-practice standards.

Why Join?

This is not a typical financial planning firm. The business is built around delivering clarity, confidence, and genuine long-term value

You will benefit from:

• A values-driven, growth-focused culture.
• A collaborative environment with clear separation between client acquisition and servicing.
• Strong internal support across operations and administration, allowing you to focus on advice quality and client outcomes.
• Meaningful development opportunities, mentorship, and structured progression planning.

Next Steps

If you are ready to deepen your technical expertise, deliver exceptional outcomes for clients, and play a key role within a high-performing, supportive team, I'd love to hear from you.