Paraplanner

Elevate Your Paraplanning Career with a Leading UK Wealth Management Firm

Location: Weybridge Hybrid Working Competitive Salary + Excellent Benefits

Are you an experienced Senior Paraplanner looking to make a meaningful impact in a supportive, forward-thinking environment? Join a dynamic, nationally recognised wealth management practice where you'll be empowered to work on complex cases, develop your expertise, and shape the future of financial advice.

Why This Role Stands Out:

Work on complex, high-net-worth cases alongside top-tier Private Wealth Partners

Be part of a tight-knit team that values collaboration, mentorship, and shared success

Help shape the development of paraplanning processes, while mentoring junior colleagues

Join a firm with Investors in People Platinum Accreditation, where your growth is our priority

What's In It For You:

25 days annual leave (rising to 30 with service)

Matched pension contributions up to 7.5%

Life assurance - up to 4x salary

Income protection - 75% of salary in the event of long-term sickness

Access to in-house financial advice

Hybrid working to support work-life balance

Plus: childcare vouchers, season ticket loans, high street discounts, and more

Your Day-to-Day Responsibilities:

Craft tailored recommendation and strategy reports under a restricted advice model

Deliver advanced cash flow modelling and research for complex financial planning cases

Provide progress updates to Partners, helping them manage client expectations seamlessly

Support the Practice Manager with team training and process improvement initiatives

Handle pre-approval compliance tasks and assist with strategic project work

What You'll Bring:

Level 4 qualified (Diploma in Regulated Financial Planning or equivalent) - Chartered status is a bonus

Proven experience in a Senior Paraplanner role within a wealth management or IFA setting

Expertise in advanced financial planning, cashflow modelling, and holistic report writing

Strong communication and interpersonal skills with a keen eye for detail

Confident juggling multiple priorities and mentoring others in a team environment

Join a Culture That Puts People First

You'll be part of a firm that's built on stakeholder values, trust, and a commitment to excellence. With over 120 advisers and a support network across 8 offices nationwide, this is a business that's large enough to offer real progression-yet small enough for your voice to be heard.

Ready to take your career to the next level? Apply now and be part of a firm where your expertise will be truly valued.