Senior Paraplanner

Overview

As Senior Paraplanner you will deliver accurate, compliant suitability reports and in-depth technical research to support Financial Advisers. You’ll cover pensions, investments, inheritance tax and protection, ensuring regulatory standards and high-quality outcomes for clients. You will be a technical reference, help advance paraplanning best practices, and contribute to scalable processes during the firm’s growth phase. This role offers partnership with advisers and a focus on professional development in a flexible, home-based setting.

Pay / Benefits

• flexible / work from home
• professional development
• part of growing practice
• unknown benefits

Responsibilities

• Produce accurate, FCA-aligned suitability reports
• Conduct complex financial planning research across pensions, retirement, investments, estate planning, protection, and taxation
• Review adviser recommendations for technical accuracy and compliance
• Support advisers with client meeting preparation and case progression
• Liaise with providers and maintain documentation records
• Act as a technical reference for advisers and other paraplanners
• Contribute to process improvements, training, and best practices in paraplanning

Key requirements

• Established 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
• CII Level 6 Advanced Diploma
• Knowledge of CURO, Voyant, and FE Analytics

• professional
• proactive
• detail-focused
• pensions (DB & DC)
• retirement planning
• investments

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