Senior Paraplanner – [Location] (Hybrid)Salary: Up to £55,000 Hybrid Working: Flexible Firm Type: Employee-Owned Trust (EOT) – no external shareholders, long-term stability, shared success
A rare opportunity for a highly technical, client-facing paraplannerThis is an exceptional role for a Level 4 qualified paraplanner operating at the top technical end who wants to work in a firm that genuinely values paraplanning as a core part of the advice process. You’ll join an Employee-Owned Trust (EOT) where every team member has a stake in the firm’s success, creating a collaborative, supportive and long-term environment.
If you enjoy complex planning, direct client interaction and being a true partner to advisers, this is the kind of role that stands out.
What you’ll be doingYou’ll work closely with advisers and clients across a wide range of sophisticated planning areas. This is a heavily client-facing paraplanning role, not a back-office report-writing position. Responsibilities include:
*Attending client meetings alongside advisers to provide technical insight
*Producing high-quality, bespoke suitability reports across pensions, investments and tax planning
*Conducting detailed technical research and analysis
*Preparing and interpreting cashflow models
*Reviewing existing arrangements and identifying planning opportunities
*Working collaboratively with advisers to shape recommendations
*Ensuring all advice is compliant, robust and clearly documented
*Contributing to technical standards, templates and process improvements
You’ll be a key part of the advice process from start to finish.
Why this firm is differentAs an Employee-Owned Trust, the firm has:
*No external shareholders
*A culture built on collaboration, transparency and shared success
*Long-term stability and a genuine focus on doing what’s right for clients and staff
This structure directly benefits you through bonuses, culture and long-term security.
Bonus & reward structure*Annual bonus based on salary
This is a firm where high performance is genuinely rewarded.
Holiday, hours & flexibility*35 days holiday + bank holidays + your birthday off (if it falls on a weekday)
*Ability to book time off in hours
*35-hour working week
*Flexible start between 8am–10am
*early finish every Friday (5-hour day)
A genuinely healthy work–life balance.
Benefits*Life insurance: 4x death in service
*Full income protection
*Pension: up to 10% employer contribution
*Profit share bonus – first £3,000 tax-free
*Supportive, collaborative team environment
*No expectation or pressure to progress into an adviser role
This is a firm that values technical specialists and wants them to stay technical.
What they’re looking for*Level 4 Diploma qualified
*Operating at the top technical end of paraplanning
*Confident attending client meetings and contributing to discussions
*Strong technical knowledge across pensions, investments and tax planning
*High attention to detail and pride in producing quality work
*Someone proactive, collaborative and client-focused
This role suits a paraplanner who wants technical depth, client interaction and long-term stability.