Job Description
Join a forward‑thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high‑quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for clients.
The opportunity
As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. You’ll play an active part in complex client cases while supporting planners with efficient, compliant, and client‑centric advice solutions.
Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share best practices, and contribute to continuous improvements in processes and documentation. This is the perfect role for someone who enjoys both technical depth and collaborative teamw...
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