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Permanent

Hybrid Senior Paraplanner

Cameron James
London
money-bag £10000 - £500000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127758232

An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Paraplanner to join the team.Senior Technical Paraplanner plays a critical role in supporting financial advisers by delivering high-quality technical research, analysis, and client-focused reports. This position requires advanced knowledge of financial planning, tax, pensions, investments, and compliance, combined with strong analytical and communication skills. The role involves mentoring junior paraplanners and ensuring technical accuracy across all planning outputs. In addition to producing complex advice, the Senior Paraplanner provides technical oversight, mentors paraplanners, and helps drive consistency, quality and continuous improvement across the paraplanning function.Skills and KnowledgeChartered or happy working towardsMinimum of 5 years experienceStrong understanding of Pensions, Investments, tax planning and protectionProficient in Financial Planning software like FE Analytics and VoyantKey responsibilitiesConduct in-depth research on Financial ProductsEnsure suitability reports meet regulatory standardsPrepare detailed cashflow modelsSalary up to £60,000Hybrid working pattern offering 2 days from home. ..... full job details .....

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