Senior Paraplanner

We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team. If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you. Key Responsibilities: * Producing detailed and accurate suitability reports across a range of financial planning areas * Conducting technical research and analysis on pensions, investments, protection, and retirement planning * Supporting Financial Advisers in preparing and implementing client recommendations * Assisting with complex cases and high-net-worth client portfolios * Liaising with providers, clients, and internal teams to ensure efficient case progression * Reviewing and analysing financial information to support tailored client solutions * Maintaining accurate client records and ensuring compliance standards are met * Supporting and mentoring junior paraplanners where required * Keeping up to date with industry regulations, products, and market developments Experience and Skills Requirements * Previous experience in a Paraplanner or Senior Paraplanner position * Strong technical knowledge across pensions, investments, and financial planning * Level 4 Diploma qualified as a minimum (working towards Chartered status advantageous) * Excellent report writing and analytical skills * Strong attention to detail and organisational ability * Confident communication skills with a professional and client-focused approach * Ability to manage workloads independently and prioritise effectively * Competent IT skills and experience using financial planning systems and research tools * A proactive, motivated, and team-oriented attitude If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted