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- Tasks: Lead complex financial planning cases and collaborate with advisers to create tailored strategies.
- Company: Join a boutique financial planning firm known for client care and technical excellence.
- Benefits: Enjoy a 6% pension, private medical insurance, life cover, 25 days holiday, and bonuses.
- Why this job: This role offers influence, mentorship, and a pathway to become an adviser in a supportive environment.
- Qualifications: Chartered or near-Chartered status with significant experience in senior paraplanning is required.
- Other info: Be part of a culture focused on development, trust, and long-term client relationships.
The predicted salary is between 39000 - 65000 £ per year.
Job Description
Senior Paraplanner – Chartered-Level Opportunity in a Holistic, Boutique Firm
Location: Outskirts of Reading, close to Earley (2 days from home after probation)
Salary: £50,000 – £65,000 (depending on experience)
Benefits: 6% pension, private medical insurance, life cover (DIS), 25 days holiday, discretionary bonuses
We’re working on behalf of a boutique, independent financial planning firm that delivers truly holistic, client-led advice. Known for the depth of its planning and the strength of its client relationships, this business is now looking for a Chartered (or senior-level) Paraplanner to join their highly collaborative and well-structured team.
This is a fantastic opportunity to step into a senior paraplanning role with real influence, a high level of technical responsibility, and the chance to progress into anadvisory role in the future if desired.
About the Firm
This whole-of-market financial planning business is built on genuine client care, technical excellence, and long-term thinking. Every client journey is bespoke — with cashflow modelling, tax planning, investment strategy, and legacy planning all forming part of a joined-up service.
You’ll be joining a business with outstanding internal processes, a strong culture of development, and a genuine commitment to employee wellbeing. We’ve previously placed individuals here who continue to thrive — testament to the firm’s supportive, values-driven approach.
About the Role
You’ll join the team as Senior Paraplanner, becoming the technical lead within a supportive paraplanning function. Working alongside three experienced paraplanners and supporting four highly established advisers, you’ll take on a wide range of technical planning work — while also having the space to mentor, collaborate and contribute to continual process improvement.
This role is suited to someone who loves holistic planning, thrives on technical complexity, and wants to be at the heart of meaningful, client-focused financial advice.
And importantly, for those with aspirations to move into an adviser role, the business can support that transition. When the time is right, there is a pathway to build your own client relationships and step fully into a planning role — with the mentorship and structure to make that a success.
Key Responsibilities
- Lead on complex technical cases, across retirement, tax, estate, and investment planning
- Collaborate closely with advisers to develop and implement financial strategies
- Prepare high-quality, tailored suitability reports and cashflow models
- Contribute to internal knowledge-sharing and support the development of junior paraplanners
- Maintain the highest standards of technical accuracy and regulatory compliance
- Participate in strategic discussions and offer input on client journey improvements
What We’re Looking For
- Chartered or near-Chartered, or with significant experience in a senior paraplanning role
- Deep understanding of financial planning ideally within an IFA environment
- Strong written, numerical, and analytical skills — with attention to detail second to none
- Comfortable leading complex cases and collaborating closely with experienced advisers
- A passion for planning, problem-solving, and delivering genuine value to clients
Why This Firm?
- Independent, boutique feel with an engaged and loyal client base
- Structured team environment with excellent admin and paraplanner support
- Variety of work and deep collaboration with advisers
- Culture of trust, development, and long-term thinking
- Pathway to become an adviser in the future, with mentorship and structure
- Generous benefits: 6% pension, private medical, DIS, 25 days holiday, discretionary bonuses
If this sounds like the right opportunity for you, please apply to learn more.
Senior Paraplanner - Chartered or working towards desired employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Chartered or working towards desired
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in boutique firms. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being well-versed in current issues will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Prepare to discuss specific examples of complex cases you've handled in the past. Highlight your problem-solving skills and how you collaborated with advisers to achieve successful outcomes for clients.
✨Tip Number 4
Show your enthusiasm for holistic financial planning by researching the firm’s approach and values. Be ready to articulate how your personal philosophy aligns with theirs, which can set you apart from other candidates.
We think you need these skills to ace Senior Paraplanner - Chartered or working towards desired
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, especially any work that demonstrates your technical skills and understanding of financial planning. Use keywords from the job description to align your experience with what the firm is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for holistic financial planning and your desire to contribute to the firm's client-focused approach. Mention specific experiences that relate to the responsibilities outlined in the job description.
Highlight Technical Skills: In your application, emphasise your technical skills, particularly in areas like retirement, tax, estate, and investment planning. Provide examples of complex cases you have led or contributed to, demonstrating your analytical abilities and attention to detail.
Showcase Your Collaborative Spirit: Since the role involves working closely with advisers and mentoring junior paraplanners, include examples of how you have successfully collaborated in previous roles. Highlight any experience you have in knowledge-sharing or team development.
How to prepare for a job interview at Cranleigh Personnel
✨Showcase Your Technical Expertise
As a Senior Paraplanner, you'll need to demonstrate your deep understanding of financial planning. Be prepared to discuss complex cases you've handled in the past, particularly in areas like retirement, tax, and investment planning.
✨Emphasise Collaboration Skills
This role involves working closely with advisers and mentoring junior paraplanners. Highlight your experience in collaborative environments and provide examples of how you've successfully worked as part of a team to achieve client-focused outcomes.
✨Prepare Tailored Suitability Reports
Since preparing high-quality suitability reports is a key responsibility, consider bringing a sample report (with sensitive information redacted) to discuss during the interview. This will showcase your attention to detail and ability to tailor advice to individual client needs.
✨Express Your Passion for Holistic Planning
The firm values genuine client care and holistic advice. Share your passion for financial planning and how you approach problem-solving to deliver value to clients. Discuss any relevant experiences that highlight your commitment to this philosophy.
