Senior Paraplanner

Senior Paraplanner (Financial Planning) London (Hybrid - central London office, with 2 days working from home)

We're looking for a Senior Paraplanner to join our Financial Planning team in London. You'll take ownership of complex paraplanning cases across pensions, investments, offshore bonds and estate planning from start to finish. Working closely with financial planners, you'll shape and deliver high quality advice, with a focus on depth, judgement and getting the detail right.

Based in our new central London office, you will have the flexibility to work from home two days a week.

Why Weatherbys

We're a long established private bank with a modern outlook and a strong focus on doing the right thing for clients. Our financial planning team values technical rigour, thoughtful problem solving and collaboration.

You'll be trusted to focus on your work, supported by experienced colleagues, and given the space to do your job well. We invest in our people and support long term careers, whether you want to continue developing as a highly skilled paraplanner or explore an advice path over time.

Both routes are valued here. What matters is doing high quality work and contributing to strong outcomes for clients.

What you'll be doing

• Writing and delivering complex financial planning cases clearly and confidently
• Providing financial planners with well reasoned, practical advice they can rely on
• Focusing on pensions and investment planning as core areas of work
• Drafting and reviewing suitability letters and cashflow models
• Applying estate planning solutions in practice, including offshore bonds
• Making sure advice meets FCA requirements and internal standards
• Sharing knowledge and supporting junior paraplanners when needed

What we're looking for

• Several years' relevant experience within financial planning including strong, hands on experience as a senior paraplanner
• Diploma in Financial Planning
• Solid pensions and investments experience
• Practical experience of offshore bonds and estate planning
• Confident in writing, explaining and delivering complex cases
• A logical, problem solving approach and strong attention to detail

Our commitment to inclusion

At Weatherbys Banking Group, we're committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.

As a proud Disability Confident Committed employer, we're dedicated to creating an environment that's accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you'll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.