Senior Paraplanner

Application Deadline: 26 November 2026

Department: Client Services

Employment Type: Full Time

Location: Winchester

Reporting To: Catherine Wilson

We are looking for an experienced

Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.

You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.

This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.

Key Responsibilities

Case Ownership

• Prepare detailed, compliant suitability reports tailored to individual client needs.
• Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
• Manage complex workloads independently, prioritising tasks to meet deadlines.

Adviser Collaboration

• Work closely with advisers to understand client goals and develop strategies.
• Proactively gather outstanding information and documentation.
• Contribute to technical discussions and best practice initiatives.

Technical Expertise

• Research and analyse financial products, investments, pensions, and tax planning opportunities.
• Prepare technical illustrations, projections, and recommendations.
• Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.

Client Interaction

• Respond to client queries and clarify technical details post-meeting.
• Attend client meetings when required to support advisers and explain recommendations.

Compliance & Quality

• Ensure all work meets FCA standards and internal compliance requirements.
• Review and sign off reports prepared by junior team members, providing feedback.
• Keep documentation audit-ready and support compliance process improvements.

Process & Template Management

• Update templates and tools in line with regulatory or product changes.
• Suggest workflow improvements to enhance efficiency and consistency.

Leadership & Development

• Mentor and coach junior paraplanners, providing technical guidance and training.
• Where applicable, manage team performance and development.
• Promote collaboration and continuous professional development within the team.

Additional Responsibilities

• Work with compliance, operations, and investment teams to streamline advice processes.
• Support audits and maintain risk awareness.
• Champion effective use of financial planning software and data tools.

Skills, Knowledge and Expertise

• Proven paraplanning experience is essential
• Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it
• Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified

Technical Expertise

• Strong knowledge of retail investments, pensions, savings, and protection products
• Solid understanding of suitability report requirements, structure, and regulatory expectations
• Experience producing suitability reports, completing cashflow modelling, and conducting technical research

Communication and Collaboration

• Clear and effective written and verbal communication skills
• Confident dealing with stakeholders at all levels
• Collaborative approach, with the ability to build relationships across internal teams and external partners

Systems and Tools

• Proficient in Microsoft Office
• Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform

Personal Attributes

• Well organised, with strong attention to detail
• Able to manage workload and prioritise effectively
• Positive and adaptable, with a mindset open to change
• Aligned to company values and culture, with a focus on continuous improvement

The base

You'll be based at our Winchester office, located in the heart of one of the UK's most historic and vibrant cathedral cities. Winchester offers the perfect balance of professional opportunity and quality of life, with excellent transport links, a thriving business community, and a wide range of shops, cafés, restaurants, and green spaces nearby.

Our Winchester office provides a modern, collaborative working environment designed to support productivity, innovation, and professional development. Whether working with colleagues across the business or supporting clients, you'll have access to the technology and resources needed to perform at your best.