Senior Paraplanner

About the role

We are seeking an experienced Senior Paraplanner to join a leading wealth‑management firm. You will work closely with advisers to support high‑net‑worth clients, delivering thorough analysis and bespoke recommendations across a range of financial products.

Key responsibilities

• Conduct detailed research and analysis of complex client portfolios.
• Prepare suitability reports and present findings to advisers and clients.
• Manage relationships with a select group of high‑net‑worth clients, handling queries and providing guidance.
• Ensure all work meets the highest standards of accuracy, compliance and regulatory requirements.
• Cover the full spectrum of wealth‑management products, with a focus on pensions, investments, protection, tax and estate planning.

Required profile

• Chartered status or equivalent professional qualification.
• Proven experience in paraplanning for high‑net‑worth or sophisticated clients.
• Strong client‑facing skills and excellent written and verbal communication.
• Ability to manage a diverse workload and meet tight deadlines.

Required skills

• Pension planning and transfers
• Investment analysis
• Tax planning
• Estate planning

What we offer

• Competitive salary between £60,000‑£70,000 per year.
• Remote working flexibility.
• Professional development within an award‑winning firm.
• Collaborative culture with senior industry experts.