Senior Paraplanner

Are you a seasoned Paraplanner with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients? Are you ready to step into a role where excellence, professionalism, and client focus are at the heart of everything you do?

This role is an exciting opportunity to work with a great team of Paraplanners, Administrators and Financial Planners. You will be working with clients, who represent the best within the business, with a reputation built on decades of independent financial advice and a long-standing connection to the Thames Valley, City of London, and beyond. This is a company that is proud to deliver a service that spans generations, maintaining long-standing client relationships rooted in trust, expertise, and care.

Your role:

• Carrying out thorough research and calculations, consulting senior team members when needed
• Researching and reviewing relevant legislation, technical updates, and product information to support decision-making
• Conducting and delivering in-depth financial research on products and investments
• Analysing existing investment portfolios, comparing them against suitable benchmarks, and preparing bespoke investment reports for clients
• Preparing and interpreting complex plan information in order to complete transfer analysis
• Creating comprehensive financial planning reports across multiple financial areas
• Participating in firm-wide research projects, ensuring adherence to deadlines

Does this describe you?

• Diploma qualified
• Strong report writing expertise, showing a high standard of written and numerical skill
• Self-motivated and efficient, with a high level of accuracy and attention to detail
• Proactive & team-oriented – someone who enjoys collaboration and contributing to a thriving team
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Experience in the Financial Advice/Wealth Management industry, with a knowledge and passion of providing excellent support and research

If you’re ready to join a growing, dynamic team where Paraplanners stay and thrive, apply today!