Senior Paraplanner

A superb, successful, and reputable financial planning firm is looking for an experienced Senior Paraplanner to join the financial services team on a fully remote basis.

This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, producing high-quality suitability reports, and delivering exceptional client outcomes.

• Preparing high-quality suitability reports and recommendations
• Conducting detailed research and analysis
• Supporting advisers with complex financial planning cases
• Ensuring work meets regulatory and compliance standards
• Managing workloads effectively and meeting deadlines

Senior Paraplanner Experience

• Proven experience as a Senior Paraplanner or experienced Paraplanner
• Preferably working towards Chartered status
• Strong technical knowledge across investments, pensions, and financial planning
• Excellent attention to detail and written communication skills
• Ability to work independently in a fully remote environment

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