Senior Paraplanner

Are you a highly experienced and technically strong Paraplanner looking to take your next step in a collaborative, high-performing financial planning team? We're looking for a Senior Technical Consultant to provide expert support to our Founder/Directors within the business.

The Role

As a Senior Technical Consultant (Senior Paraplanner), you will play a pivotal role working alongside our Founder/Director, supporting their clients by preparing high-quality, compliant, and tailored financial recommendations. You'll analyse client data, conduct in-depth research, and produce suitability reports, ensuring every piece of advice is aligned to client goals and regulatory standards. You'll also have the opportunity to contribute to complex client cases, attend and actively participate in client meetings as the technical-expert working on financial planning strategies for our key HNW clients.

Key Responsibilities

Technical Support & Advice Delivery

• Analyse client circumstances, objectives, and attitude to risk
• Conduct detailed research across pensions, investments, protection, and tax planning
• Prepare high-quality suitability reports and recommendation documents
• Provide technical expertise to support advisers on complex cases

Client & Case Management

• Work closely with Financial Planners to design appropriate client strategies
• Ensure all client files are complete, accurate, and fully compliant
• Support the implementation of advice and maintain smooth client journeys
• Liaise with clients, providers, and professional connections where required

Compliance & Risk

• Ensure all work meets FCA regulations and internal standards
• Maintain accurate client records and audit trails (CRM systems)
• Keep up to date with regulatory, legislative, and product development

Operational Excellence

• Manage workload effectively to meet deadlines and SLAs
• Use internal systems to maintain and update client data
• Identify opportunities to improve processes and efficiency within the team

What We’re Looking For

• Proven experience as a Chartered Paraplanner within a UK financial advice firm
• Strong technical knowledge of pensions, investments, protection, and tax planning
• Experience working on a technical reports for a range of clients with complex needs
• Excellent organisation, attention to detail, and analytical skills
• Strong communication and relationship-building ability
• Proficiency in financial planning tools (Curo, Conquest or PlannerPal experience would be advantageous)

Qualifications

Preferred: CII Chartered Status

Why Join us:

• Hybrid working (3 days office-based in Marlow, 2 remote)
• Work alongside the Directors on complex cases as part of a collaborative, growing team that values technical excellence
• Make a direct impact on client outcomes and advice quality
• Contribute to a business that places clients and people at its core

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