Senior Paraplanner

Senior Paraplanner | Client Facing

If you're a Diploma-qualified paraplanner who's grown tired of being tucked away from clients, this is worth five minutes of your time.

Our client runs an inverted model — more Paraplanners than advisors. The advisor steps in at the point of advice; everything else sits with you.

• Pre-meeting preparation
• Attending reviews
• Post-meeting implementation
• Report writing
• Ongoing client contact.

You're not supporting from the sidelines; you're the client's first point of contact, managing your own bank of relationships.

Day to day, you'll be

• Researching and analysing products
• Preparing investment strategy and recommendation reports
• Conducting quarterly portfolio reviews
• Ensuring recommendations are implemented properly.

You'll arrange review meetings, field client queries, and keep clients informed throughout the year. Systems include Voyant, Nucleus, and other standard planning platforms.

This is a role for career paraplanners. People who genuinely enjoy the craft — the technical depth, the client relationships, the variety — rather than those looking for a quick route into advice. If that's you, there's a proper progression path through to Chartered and Fellow status, with study support and exam fees covered.

It's technical work with real client exposure — several client meetings a week, (from their Cheshire office during normal hours). Hybrid working (three days on-site) flexes around client commitments.

This is an independent, Chartered firm with a genuinely impressive approach to looking after their people. Holiday starts at 33 days plus bank holidays, rising with service. They take wellbeing seriously — not as a buzzword, but in how they actually operate. The culture is warm, collaborative, and refreshingly unstuffy.

For someone Chartered with extensive experience, salaries reach £70,000 + bonus, particularly for those ready to manage larger, more complex client relationships.