Senior Paraplanner – Financial Planning

About the role

We are seeking a senior paraplanner to join a high‑performing financial planning team in High Wycombe. You will work closely with experienced financial planners to deliver personalised, compliant advice for a growing client base.

Key responsibilities

• Produce high‑quality suitability reports for client recommendations.
• Conduct detailed research on financial products, providers and strategies.
• Support financial planners with client reviews and ongoing planning needs.
• Act as a technical support contact for planner and client queries.
• Submit applications to providers and manage related documentation.
• Maintain accurate, compliant and well‑presented client records.
• Ensure all work complies with FCA and internal standards.

Required profile

• Previous paraplanning experience within financial advice.
• Chartered qualification or progressing towards one.
• Experience with Intelligent Office (highly desirable).
• Strong analytical, research and organisational abilities.
• Excellent attention to detail and ability to manage multiple priorities.
• Outstanding communication and teamwork skills.

Required skills

• Intelligent Office
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint

What we offer

• 25 days holiday plus bank holidays, with the option to purchase up to 5 additional days.
• Your birthday off and a quarterly paraplanning bonus scheme.
• Annual salary reviews and full study support for professional qualifications.
• Hybrid/flexible working, private pension, life assurance and corporate eye‑care cover.
• Staff recognition programmes and clear career progression pathways.