Ref: 10271 | Senior Paraplanner | Marlow (Hybrid) | Up to £65,000 + 10% Bonus

Are you a technically strong Senior Paraplanner ready to step into a firm that does financial planning the right way - whole-of-market, HNW, and genuinely complex?

We're working with a highly regarded independent financial planning firm seeking a Senior Paraplanner to join their collaborative team. This is a role for someone who wants to be challenged, valued, and given a clear path into advice.

The Role You'll work closely with advisers on high-value, technically demanding cases including VCTs, advanced tax planning and cashflow modelling, while producing high-quality suitability reports and conducting thorough whole-of-market research. No restricted models. No tick-box paraplanning.

What You'll Need

• CII Level 4 Diploma minimum (Chartered preferred)
• 3+ years paraplanning experience in an IFA environment
• Strong technical knowledge across pensions, investments, tax and complex planning
• Cashflow modelling experience
• Comfortable in a high-quality HNW advice environment

What's on Offer

• Up to £65,000 base salary
• 10% KPI bonus
• 4x life cover, 5% matched pension, Vitality Private Medical + cash plan
• Structured progression into Financial Planning (typically 2+ years)
• 3 days in the office, 2 from home

If this sounds like the next step in your career, get in touch today.

Recruit UK | Reference: 10271