Salary: £40,000 – £60,000
Location: Hybrid (9–5 with flexible working)
Type: Permanent
Are you an experienced Paraplanner looking to step into a senior role within a modern, forward-thinking financial planning firm? This is an excellent opportunity to join a growing business with around 30 team members and a genuinely supportive, collaborative culture.
About the Role
As a Senior Paraplanner, you’ll play a key role in providing high-level technical support to advisers and delivering an exceptional paraplanning function. This is a position where your input will be valued, your expertise recognised, and your development supported.
Key Responsibilities
*Producing high-quality, compliant suitability reports and technical research
*Supporting advisers with complex case construction and technical queries
*Conducting product, fund, and tax planning research
*Contributing to improvements in paraplanning processes and standards
*Ensuring all work meets regulatory and internal quality standards
*Acting as a senior point of technical support within the team
What We’re Looking For
*Strong experience in a technical paraplanning role
*Ideally fully qualified with all R0 exams (or close to completion)
*Excellent knowledge of pensions, investments, and tax planning
*A collaborative, proactive approach and high attention to detail
*Someone who thrives in a growing, people-focused environment
Why Join?
This firm offers one of the most engaging and rewarding cultures in the sector, including:
*Hybrid working plus flexible hours (9–5 core)
*Reward trips and staff events – including activities such as skiing days
*A supportive team environment with genuine opportunities to contribute and grow
*Being part of a modern, dynamic business that values its people and celebrates success