Senior Paraplanner Opportunity – Hybrid

Shape the future of financial planning with a firm that invests in you.

Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team.

This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move.

The Role:

As a Senior Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:

• Maintaining accurate client records and KYC data
• Analysing client objectives to identify planning opportunities
• Researching and recommending tailored financial solutions
• Writing clear, compliant suitability reports
• Ensuring all advice meets governance standards

What’s On Offer:

• Competitive salary (DOE) + discretionary bonus
• Hybrid & flexible working options
• 24 days holiday, increasing annually to 27 days
• Professional development support – qualifications, CPD & training
• Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme
• Supportive, friendly team culture

What You’ll Bring:

• Strong paraplanning experience and technical knowledge
• Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner
• CII Diploma in Financial Planning (or working towards Chartered status)
• Ability to mentor and provide quality assurance within the team
• A passion for delivering outstanding client outcomes

Ready to take the next step?

Apply now and become part of a business where your skills are recognised and your career can thrive.

For more information and confidential chat, contact Pauline Low at Reed on .