Hybrid Senior Paraplanner
£60k per annumAn exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Paraplanner to join the team.
Senior Technical Paraplanner plays a critical role in supporting financial advisers by delivering high-quality technical research, analysis, and client-focused reports. This position requires advanced knowledge of financial planning, tax, pensions, investments, and compliance, combined with strong analytical and communication skills.
The role involves mentoring junior paraplanners and ensuring technical accuracy across all planning outputs. In addition to producing complex advice, the Senior Paraplanner provides technical oversight, mentors paraplanners, and helps drive consistency, quality and continuous improvement across the paraplanning function.
Skills and Knowledge
Chartered or happy working towards
Minimum of 5 years experience
Strong understanding of Pensions, Investments, tax planning and protection
Proficient in Financial Planning software like FE Analytics and Voyant
Key responsibilities
Conduct in-depth research on Financial Products
Ensure suitability reports meet regulatory standards
Prepare detailed cashflow models
Salary up to £60,000
Hybrid working pattern offering 2 days from home.
Vacancy posted 14 hours ago
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