At a Glance
- Tasks: Develop holistic financial strategies and collaborate with clients on complex planning cases.
- Company: Respected financial planning firm with a values-driven approach.
- Benefits: Flexible hybrid working, ongoing professional development, and supportive team culture.
- Other info: Long-term career opportunity with a focus on expertise and personal growth.
- Why this job: Make a genuine impact on high-net-worth clients and shape their financial futures.
- Qualifications: Diploma-qualified paraplanners with strong technical knowledge in finance.
The predicted salary is between 54000 - 66000 £ per year.
This role offers flexibility for hybrid working.
We're partnering with a highly respected, values-driven financial planning firm that is looking to add a Senior Paraplanner to its growing team.
This is far more than a traditional report-writing role.
You'll work closely with the MD and the Financial Planner to develop holistic financial planning strategies for high-net-worth clients, identify planning opportunities, undertake complex technical research, and play a key role in shaping client recommendations.
The business prides itself on delivering genuinely personalised advice and fostering a collaborative culture where ideas are welcomed, development is encouraged, and technical excellence is valued.
What makes this opportunity different?
Work with high-net-worth clients on complex planning cases Genuine influence over recommendations and client outcomes Collaborative and supportive team culture Ongoing professional development and progression support Opportunity to contribute to business improvement and strategic initiatives A company that is not looking for a quick hire but are prepared to wait for the right person We're keen to speak with Diploma-qualified paraplanners, ideally who have or are keen to work towards Chartered status.
You will need strong technical knowledge across pensions, investments, retirement planning, tax, and estate planning, and be passionate about delivering exceptional client outcomes.
If you're looking for a long-term career paraplanning opportunity with a company that values expertise, curiosity, and doing the right thing, we'd love to hear from you.
There is onsite parking for at the offices for this role.
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