Senior Paraplanner

Senior Paraplanner, The City, £50,000 - £55,000
4 days office / 1 day WFH

Opportunity to join an established, independent wealth management firm known for delivering bespoke financial planning to high-net-worth individuals and business owners. We're assisting them with an experienced Senior Paraplanner role to support continued growth and play a key role in the delivery of high-quality, compliant advice.

This company are supported by one of the largest and highly regarded Financial Advisory firms in the UK.

The Role:

• Write detailed suitability reports on complex planning scenarios - pensions, investments, tax planning.

• Act as a senior technical resource for advisers and paraplanners, also mentoring junior members of staff.

• Conduct in-depth product and fund research; support advisers in client meetings where needed.

• Shape the advice process and help refine internal processes.

Requirements:

• DipPFS qualified (Chartered or working towards is a bonus).

• 4-5+ years' paraplanning experience with high-quality report-writing and analytical skills

• Excellent knowledge of FCA rules, tax-efficient planning, and complex advice scenarios.

• .Ability to communicate and build relationships with high-net-worth clients.

Why Join:

• Be part of a respected, forward-thinking firm with a collaborative, high-trust culture.

• Influence process improvements and shape advice delivery.

• Strong salary, pension, holiday, and study support package.