Senior Paraplanner
Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with: Complex financial planning casework and technical analysis Production of detailed suitability reports and client recommendations Input into retirement, investment, and protection strategies Collaboration with advisers on planning solutions for existing and new clients Liaison with clients where required, including high-net-worth individuals Maintaining consistently high standards of technical output and compliance What Good Looks Like This role will suit an experienced paraplanner who enjoys depth ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!