Job Title: Technical/ Senior Paraplanner
Location: Hybrid
Salary: up to £50,000
Job Number: 10153
I am working with a firm where technical excellence is respected, paraplanners are central to client outcomes, and experience is genuinely valued. If you are looking for a senior paraplanning role where your skills make a real difference, I would love to hear from you. This role is suited to a new Senior / Technical Paraplanner.


Key Responsibilities
*Producing high-quality, compliant suitability reports across pensions, investments, protection, and estate planning
*Carrying out complex technical calculations, including:
*Supporting advisers with:
*Demonstrable experience in the analysis, recommendation, and purchase of gilts, including yield, maturity, and suitability considerations
*Keeping up to date with legislative, regulatory, and tax changes and applying them pragmatically to client advice
*Trusts & Estate Planning
*Assisting with trust-based investment planning and suitability
*Acting as a technical reference point on complex estate and succession planning cases
Research, Compliance & Process
*Carrying out detailed product and fund research
*Preparing cashflow models, projections, and technical appendices
*Ensuring all advice meets FCA requirements, internal standards, and best practice
*Working independently to manage workload and complex cases end-to-end
*Contributing to the ongoing development and improvement of paraplanning processes, templates, and technical frameworks


Mentoring & Leadership
*Acting as a senior technical resource for advisers and paraplanners
*Reviewing work produced by junior paraplanners
*Providing guidance, coaching, and technical mentoring
*Helping to raise and maintain high technical and professional standards across the business
Essential Requirements
*Chartered Financial Planner (CII) status
*10+ years’ experience as a paraplanner within a UK IFA firm
*Strong, hands-on experience with:
*Excellent understanding of:
*Exceptional attention to detail and a consistently high standard of written communication
*Able to work autonomously, manage competing priorities, and meet deadlines
*A genuine enthusiasm for paraplanning as a long-term career
*Comfortable mentoring and supporting junior paraplanners
Desirable
*Experience working with HNW / UHNW clients
*Exposure to complex intergenerational planning
*Strong working knowledge of back-office systems (e.g. Intelligent Office)
*Interest in shaping paraplanning standards and best practice across a firm
What We Offer
*Salary: £50,000 – £60,000 for the right candidate
*Very generous bonus structure
*26 days’ holiday plus bank holidays
*Death in Service: 4x salary
*Critical Illness Cover: 1x salary
*A professional, supportive, and technically focused culture
*4 company socials per year, including reward-based events - (most recently a fully funded staff ski trip)
*A firm that genuinely values technical expertise and paraplanning as a profession