Senior Chartered Paraplanner

An award-winning, Chartered financial planning firm is seeking a highly experienced Senior Technical Paraplanner to support its high-performing Private Client team. This client-facing role involves delivering holistic financial planning to HNW clients with complex needs.

You'll be working closely with advisers and clients, producing detailed cashflow models, suitability reports, and bespoke financial plans covering tax, estate, and investment strategies. Ideally you will also oversee and mentor a junior Paraplanner with potential to become an official Team Leader in the future, although leadership responsibilities are not essential if this isn't something you wanted to do.

You will have 5+ years’ IFA/paraplanning experience, be CII Chartered, and have a strong understanding of asset allocation, tax, pensions, and complex investment products.

Our client offers hybrid working with 2-3 days a week working from home.

If you're a detail-oriented problem solver who thrives in a collaborative, client-focused environment—apply now.