We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.

If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.

Key Responsibilities:

* Producing detailed and accurate suitability reports across a range of financial planning areas

* Conducting technical research and analysis on pensions, investments, protection, and retirement planning

* Supporting Financial Advisers in preparing and implementing client recommendations

* Assisting with complex cases and high-net-worth client portfolios

* Liaising with providers, clients, and internal teams to ensure efficient case progression

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