Senior Paraplanner - Predominantly Remote

An established and reputable investment management and financial planning organisation with over 100 years of experience is seeking a skilled Senior Paraplanner to join their expanding Financial Planning team. With a national presence and ambitious growth plans, this firm is dedicated to providing top-tier financial advice and solutions to a diverse, high-net-worth client base.

This role is ideally suited to experienced, career-oriented Paraplanners who hold, or are working towards, Chartered status via the CII. The position offers a predominantly remote setup, requiring office presence only occasionally (one a quarter appx in London), making it an attractive opportunity for individuals seeking flexibility without compromising on professional growth and challenge.

As a Senior Paraplanner, you will work closely with two Senior Financial Planners who manage substantial high-net-worth client portfolios.

Key responsibilities include:

• Collaborating with Financial Planners to understand and support client financial objectives
• Preparing high-quality, tailored suitability reports and recommendations
• Conducting thorough research and analysis on a range of financial products, funds, and investment options
• Ensuring all reports and advice adhere to regulatory and internal compliance standards
• Assisting with client queries and coordinating follow-up support as needed
• Creating cash flow models and performing risk assessments to underpin planning recommendations
• Supporting client review processes with detailed documentation for annual and ad-hoc reviews

Qualifications and Skills:

• Diploma in Financial Planning (DipPFS) or equivalent; Chartered status (or progression towards it) is highly desirable
• Strong technical knowledge of financial products, including pensions, investments, and protection
• Proven experience in a paraplanning role within wealth management or financial advisory
• Excellent written communication skills with the ability to produce clear, accurate, and compliance-focused reports
• Proficiency with financial planning software (e.g., Voyant, FE Analytics) and Microsoft Office
• High attention to detail, capable of managing multiple priorities, and a proactive approach to client service

Benefits:

• Flexible hybrid working arrangement with minimal office attendance
• Competitive salary and discretionary bonus
• Comprehensive benefits package including pension contributions and private medical insurance
• Supportive environment with opportunities for professional development and career progression
• Predominantly remote, office based once per quarter (and other times when required)

This is a unique opportunity for a dedicated Paraplanner looking to deepen their expertise in a stable, professional environment. Ideal for those passionate about paraplanning as a career, this role offers the chance to make a significant impact within a growing and well-regarded firm.