Senior Paraplanner: Detail-Driven Financial Planning Expert

Company: Cluett Reeve Ltd
Apply for the Senior Paraplanner: Detail-Driven Financial Planning Expert
Location: London
Job Description:

Cluett Reeve Ltd. is seeking an experienced Paraplanner to join our growing Financial Planning team in a Whiteley-based office.

The role focuses on turning complex financial planning into clear, well-researched advice and delivering accurate suitability reports for Advisers’ recommendations. You will research planning options across pensions, investments, inheritance tax planning, protection and equity release, document conclusions, and support the Adviser with timely case progression.

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Posted: November 6th, 2026