Full job descriptionNot every paraplanning role gives you a seat at the table.
This opportunity is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but also wants to play a wider role in shaping advice standards, supporting advisers and mentoring the next generation of talent.
You’ll be joining a highly respected financial planning business where technical excellence sits at the heart of the client proposition. Working closely with advisers and professional connections, you’ll take ownership of complex planning cases, provide technical guidance across the team and help drive continuous improvement throughout the advice process.
What you’ll be doing:
Leading complex retirement, investment, estate and tax planning cases
Producing and reviewing high-quality suitability reports and financial plans
Cashflow modelling and technical analysis using Voyant
Acting as a key technical resource for advisers and colleagues
Coaching and developing paraplanners and administrators
Contributing to technical standards, processes and best practice across the business
What we’re looking for:
Experienced Paraplanner with strong technical knowledge
Comfortable handling complex planning cases independently
Strong report writing and cashflow modelling experience
Someone who enjoys mentoring and sharing knowledge
Diploma qualified as a minimum, with further qualifications welcomed
This is a fantastic opportunity for a Senior Paraplanner looking to move beyond report writing and become a genuine technical leader within a collaborative and forward-thinking financial planning firm.
Interested in hearing more? Please get in touch for a confidential discussion.
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