Senior Paraplanner

This is an opportunity to join a highly regarded financial planning firm where paraplanning is a core part of delivering excellent client outcomes, not simply a back-office function.

This role would suit a career paraplanner who values high standards, clear expectations, and being part of a team that appreciates how you work as much as what you know.

• Remote-first working environment
• Optional office attendance for those based near Central London
• Ideally, attendance in the office around one day per week where practical

• Researching and developing recommendations across pensions, investments, protection, retirement planning and tax planning
• Producing clear, accurate suitability reports and client documentation
• Supporting advisers on complex cases and contributing to consistent advice standards
• Preparing review work, technical analysis and planning outputs
• Maintaining accurate client records and workflows using Intelligent Office
• Working closely with advisers and colleagues to ensure a seamless client experience

• Strong paraplanning experience within a UK financial planning environment
• Diploma qualified (Level 4 or equivalent)
• Excellent report-writing skills and strong technical knowledge
• Minimum of four years' experience as a Senior or Technical Paraplanner
• Highly organised, proactive and collaborative approach
• Strong attention to detail and a commitment to delivering high-quality work
• Someone who values teamwork and contributes positively to the wider business

• Chartered Financial Planner status, or currently working towards it
• Experience dealing with complex financial planning cases
• Confidence in improving processes, templates and ways of working

• Remote-first working with genuine flexibility
• Optional office attendance
• Supportive and collaborative team environment
• A business that values quality, trust and professional standards
• Long-term career development opportunities

If you're looking for a role where your technical expertise is valued and where you'll have the opportunity to make a genuine impact, we'd love to hear from you.