Senior Paraplanner: Home-Based

London Source: WhatJobs

£70,000

Salary up circa £70,000 (potentially more for high level applicant)

I’m looking for an experienced Senior Paraplanner to join a successful IFA practice in the Home Counties as it embarks on it’s next growth phase. Although a predominantly home based role there will need to be the occasional meeting with the Advisors who are based int he South East of England.

This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You’ll work across a broad range of advice areas including pensions, investments, inheritance tax planning and protection.

Key responsibilities include:

Producing accurate and compliant suitability reports in line with FCA requirements
Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation
Reviewing adviser recommendations for technical accuracy and regulatory compliance
Supporting advisers with client meeting preparation and ensuring cases progress efficiently
Liaising with providers and maintaining accurate records and documentation
Acting as a technical point of reference for advisers and paraplanners
Contributing to process improvements, training, and paraplanning best practice

Requirements for the role:

Minimum 5 years’ paraplanning experience within a UK financial advice firm
Strong technical knowledge across pensions, investments, and tax planning
Proven experience writing complex suitability reports
Excellent analytical, organisational, and communication skills
Strong understanding of FCA regulation and compliance requirements
Ability to manage multiple cases and work independently
Level 6 Advanced Diploma (or close to achieving)
Knowledge of CURO, Voyant, and FE Analytics

We’re looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.

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