Senior Paraplanner

A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role.

This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You'll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients.

Key Responsibilities:

• Analyse client information to develop tailored advice
• Provide technical support including cashflow modelling and investment analysis
• Prepare detailed suitability and recommendation reports
• Liaise with clients and providers to gather necessary information
• Manage complex client cases end-to-end, maintaining high accuracy and standards
• Assist in process development and potentially mentor junior team members

What We're Looking For:

• Minimum 5 years' experience in a paraplanning role
• Excellent technical knowledge in pensions, investments, and financial planning
• Confident working directly with clients and managing high-value cases
• Proficient in Voyant, FE Analytics, and Microsoft Office
• Chartered Financial Planner (or working towards)
• A proactive, detail-driven, and commercially aware individual
• Ideally someone who has implemented processes or led a small team

What's on Offer:

• Salary between £50,000 - £60,000+ (potential flexibility for exceptional candidates)
• Discretionary annual bonus
• Fully remote working setup (with travel to London 4x/year)
• Supportive, collaborative culture
• Exposure to interesting and varied work with high-calibre clients

If you're a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we'd love to hear from you.