Senior Paraplanner

Paraplanner – Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount. Starting salary up to £56,000 + Pension match 5% and hybrid working We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment. The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice. Responsibilities: Prepare suitability reports, review reports, and technical documentation Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling. Conduct technical research on financial products, providers, and legislative updates.