A highly regarded and well-established wealth management firm is seeking a Senior Paraplanner to join their expanding team. This is a fantastic opportunity for an experienced paraplanner looking to step into a senior role, working on complex cases and mentoring junior team members.

The Role:

As Senior Paraplanner, you’ll play a pivotal role supporting Financial Advisers by preparing detailed and compliant suitability reports, conducting in-depth research, and ensuring the smooth delivery of advice. You will also take on mentoring responsibilities, helping to develop and guide junior paraplanners within the team.

Key Responsibilities:

• Produce accurate, compliant suitability reports covering complex financial planning areas
• Conduct thorough research and analysis to support advice recommendations
• Mentor and support junior paraplanners, sharing technical knowledge and best practices
• Liaise with Advisers, clients, and providers to deliver a seamless service
• Keep up to date with relevant legislation, financial products, and industry standards
• Assist in enhancing internal processes and workflows

Requirements:

• Proven paraplanning experience, ideally with senior-level responsibility
• Level 4 Diploma qualified (or near completion)
• Strong technical knowledge across pensions, investments, and protection
• Experience mentoring or coaching junior team members
• Excellent attention to detail and communication skills
• Collaborative and proactive approach

Salary & Benefits:

• Up to £53,000 per annum (dependent on experience)
• 28 days holiday plus bank holidays
• Life assurance and private medical insurance
• Pension scheme and dental cover
• Discretionary annual bonus
• Full exam support for professional qualifications
• Hybrid working arrangement (3 days office / 2 days home)

This is an excellent career opportunity with a supportive, forward-thinking firm that values long-term development and rewards success.