Senior Paraplanner

Overview

In this Senior Paraplanner role, you will provide technical expertise to Financial Planning Advisors, supporting the delivery of high-quality planning solutions and strong client outcomes. You will produce suitability reports, conduct technical research, and analyse complex cases to support end-to-end advice. The role emphasizes collaboration with clients, colleagues, and administration teams to ensure a smooth client experience while upholding FCA compliance. You’ll mentor junior colleagues and help evolve paraplanning processes in a fast-paced, client-focused environment.

Responsibilities

• Prepare high-quality suitability reports, recommendations and client review documentation
• Conduct technical research across pensions, investments, protection and estate planning
• Support Advisors throughout the financial planning process
• Gather, maintain and analyse client information using internal systems
• Liaise with clients, providers and professional connections as required
• Work closely with administration teams to deliver an excellent client experience
• Manage multiple priorities while maintaining exceptional attention to detail
• Contribute to the development of paraplanning processes and best practice
• Support the production of management information and reporting
• Mentor and share knowledge with junior team members where appropriate
• Ensure all work is completed in line with FCA regulations and internal compliance standards

Key requirements

• Significant paraplanning experience within a financial planning, wealth management or private client environment
• Strong technical knowledge across key areas of financial planning
• Experience supporting high-net-worth and complex client cases
• Excellent report-writing, analytical and problem-solving skills
• Strong communication and relationship-building abilities
• Experience using financial planning and cashflow modelling tools
• Ability to manage competing priorities and work proactively
• CII Level 4 Diploma qualified (or equivalent), with progression towards Level 6/Chartered status preferred

• communication
• relationship-building
• proactivity
• paraplanning
• cashflow modelling tools
• financial planning knowledge

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