Senior ParaplannerLocation: Central London (hybrid working available)
Salary: £50,000-£60,000
OverviewAn experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key Responsibilities*Conduct research across pensions, investments, protection, and tax planning
*Prepare suitability reports and client documentation to a high standard
*Produce cashflow modelling and financial calculations
*Support Financial Planners in developing suitable client recommendations
*Ensure all work is compliant, clear, and client-focused
*Identify additional planning opportunities where appropriate
Team & Development*Provide guidance and support to junior team members
*Share knowledge and contribute to a collaborative team environment
*Maintain and develop technical knowledge through ongoing learning
*Support improvements to processes and report templates
Skills & Experience*Proven paraplanning experience within financial planning/wealth management
*Strong knowledge of financial planning products and advice areas
*Level 4 Diploma (or equivalent) required
*Progression towards Chartered status desirable
*Strong attention to detail, organisation, and communication skills
*Experience with cashflow modelling and back-office systems preferred
Additional Information*No direct line management, but mentoring of junior staff expected
*Opportunity to work on complex cases and develop technical expertise