Ref: 10271 | Senior Paraplanner | Marlow (Hybrid) | Up to £65,000 + 10% Bonus
Are you a technically strong Senior Paraplanner ready to step into a firm that does financial planning the right way - whole-of-market, HNW, and genuinely complex?
We’re working with a highly regarded independent financial planning firm seeking a Senior Paraplanner to join their collaborative team. This is a role for someone who wants to be challenged, valued, and given a clear path into advice.
The Role You’ll work closely with advisers on high-value, technically demanding cases including VCTs, advanced tax planning and cashflow modelling, while producing high-quality suitability reports and conducting thorough whole-of-market research. No restricted models. No tick-box paraplanning.
What You’ll Need
*CII Level 4 Diploma minimum (Chartered preferred)
*3+ years paraplanning experience in an IFA environment
*Strong technical knowledge across pensions, investments, tax and complex planning
*Cashflow modelling experience
*Comfortable in a high-quality HNW advice environment
What’s on Offer
*Up to £65,000 base salary
*10% KPI bonus
*4x life cover, 5% matched pension, Vitality Private Medical + cash plan
*Structured progression into Financial Planning (typically 2+ years)
*3 days in the office, 2 from home
If this sounds like the next step in your career, get in touch today.
Recruit UK | Reference: 10271