Join a forward-thinking, client-centric financial planning firm known for delivering holistic advice across pensions, investments, tax planning, and protection. With a strong culture of professionalism, accountability, and continuous development, this firm supports a high-performing team and offers excellent progression opportunities.

As a Senior Paraplanner, you’ll play a pivotal role in supporting experienced Wealth Planners with complex client advice, mentoring junior team members, and contributing to ongoing process improvement—all within a firm that places values and client outcomes at the heart of everything it does.
Responsibilities Client-Centric Research & Technical Support
* Conduct detailed research across pensions, investments, protection, and tax planning

* Prepare accurate cashflow models and technical analysis to support Wealth Planner recommendations

* Draft tailored, FCA-compliant suitability reports and recommendation letters

* Identify future advice opportunities and flag them proactively to advisers

* Support vulnerable clients with sensitivity and adapt communication accordingly

Team Leadership & Development
* Mentor, coach, and provide quality oversight for less experienced Paraplanners

* Share technical knowledge and support onboarding and training initiatives

* Act as a point of reference for complex technical queries

Process Improvement & Regulatory Compliance
* Review and refine report templates for consistency and efficiency

* Contribute to process development initiatives across the Paraplanning function

* Maintain up-to-date CPD and comply with FCA certification requirements

* Champion best practice, knowledge sharing, and continuous improvement

Requirements Technical & Professional Qualifications
* Level 4 Diploma in Regulated Financial Planning (essential)

* Working towards Chartered status (desirable)

* Strong understanding of FCA regulations and compliance frameworks

Experience
* Proven track record in paraplanning within a holistic financial planning or IFA environment

* Expertise in pensions, investments, life insurance, and tax wrappers

* Experience supporting complex cases and high-net-worth clients

Systems & Tools
* Proficient in MS Word, Excel, Outlook, PowerPoint

* Experience with cashflow planning tools (e.g., Voyant, CashCalc) – desirable

* Experience with back-office systems (e.g., XPlan) – desirable

Core Skills
* High attention to detail and numerical accuracy

* Clear, confident communication – written and verbal

* Excellent organisational, prioritisation, and stakeholder management skills

* A proactive, collaborative approach to teamwork and learning

Benefits * Competitive salary: £50,000 – £60,000 per annum

* Hybrid working model (Cambridge HQ)

* Generous pension and holiday entitlement

* Funded CPD and support toward Chartered status

* Inclusive, ambitious, and supportive team culture

* Opportunities to influence process and drive change