EXCLUSIVE | SENIOR PARAPLANNER

Winchester / Hybrid

Chartered Financial Planning | Award-Winning Business

Phoenix Talent Partners is exclusively representing a highly regarded Chartered Financial Planning business seeking an experienced Senior Paraplanner to join its successful team.

This is a senior technical role working alongside experienced Financial Planners within a collaborative, cross-functional environment, supporting complex financial planning cases and exceptional client outcomes.

THE ROLE

You’ll take ownership of cases from inception through to completion, preparing complex suitability reports, undertaking detailed research and analysis, and providing technical input across investments, pensions, protection and tax planning.

You’ll also:

Work closely with Financial Planners on complex cases and strategy

Liaise directly with clients where required

Review and sign off junior paraplanning work

Coach and mentor junior team members

Contribute to process and workflow improvements

Maintain high regulatory and quality standards

Support the effective use of technology and financial planning systems

ABOUT YOU

We’re looking for an experienced Paraplanner with:

Strong technical financial planning knowledge

Experience managing complex cases independently

Excellent research, analytical and report-writing skills

Strong understanding of FCA requirements and regulatory change

Confidence engaging with Advisers, clients and senior stakeholders

A collaborative, continuous-improvement mindset

The ability to mentor and support junior colleagues

WHAT'S ON OFFER?

Competitive salary & excellent benefits

Hybrid working | Winchester

Non-contributory pension

Genuine career development

Collaborative and supportive culture

Exposure to complex, high-quality financial planning work

If you're an experienced Senior Paraplanner looking for an opportunity where technical expertise, client outcomes and development genuinely matter, I'd love to hear from you.

Exclusively represented by Phoenix Talent Partners.

Confidential enquiries welcome.

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