Senior Paraplanner – Technical Financial Planning Expert

Senior Paraplanner – Technical Financial Planning Expert

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Star House Financial Services Limited

At a Glance

  • Tasks: Support financial advisers with technical planning and analysis for clients.
  • Company: Join a leading financial services firm focused on excellence.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity to grow in a specialist paraplanning environment.
  • Why this job: Deepen your expertise in financial planning while making a real difference.
  • Qualifications: Diploma-qualified with strong knowledge in pensions, investments, and taxation.

The predicted salary is between 40000 - 50000 Β£ per year.

Star House Financial Services Limited is seeking a technically outstanding Senior Paraplanner to join our Adviser Support team in a full-time, office-based role. This is a career paraplanner position for someone who enjoys the technical side of financial planning and aims to deepen expertise within a specialist paraplanning environment.

The successful candidate will be Diploma-qualified and possess extensive knowledge across pensions, investments, taxation and estate planning.

Senior Paraplanner – Technical Financial Planning Expert employer: Star House Financial Services Limited

At Star House Financial Services Limited, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel in their careers. As a Senior Paraplanner, you will benefit from ongoing professional development opportunities, a focus on technical excellence, and the chance to work alongside industry experts in a vibrant office environment. Located in a thriving area, our company offers a unique blend of career growth and a commitment to employee well-being, making it an exceptional place to build your future in financial planning.

Star House Financial Services Limited

Contact Details:

Star House Financial Services Limited Recruitment Team

We think you need these skills to ace Senior Paraplanner – Technical Financial Planning Expert

Technical Financial Planning
Pensions Knowledge
Investment Knowledge
Taxation Knowledge
Estate Planning Knowledge
Diploma Qualification
Attention to Detail