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Permanent

Senior Paraplanner

Jobshop UK Limited
Dorset
money-bag £50000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3140047857

Senior ParaplannerFlexibility for hybrid or remote working£50k - £60kWe''re partnering with a highly respected, values-driven financial planning firm that is looking to add a Senior Paraplanner to its growing team.This is far more than a traditional report-writing role. You''ll work closely with the MD and the Financial Planner to develop holistic financial planning strategies for high-net-worth clients, identify planning opportunities, undertake complex technical research, and play a key role in shaping client recommendations.The business prides itself on delivering genuinely personalised advice and fostering a collaborative culture where ideas are welcomed, development is encouraged, and technical excellence is valued.What makes this opportunity different?Work with high-net-worth clients on complex planning casesGenuine influence over recommendations and client outcomesCollaborative and supportive team cultureOngoing professional development and progression supportOpportunity to contribute to business improvement and strategic initiativesA company that is not looking for a quick hire but are prepared to wait for the right personWe''re keen to speak with Diploma-qualified paraplanners, ideally who have or are keen to work towards Chartered status. You will need strong technical knowledge across pensions, investments, retirement planning, tax, and estate planning, and be passionate about delivering exceptional client outcomes.If you''re looking for a long-term career ..... full job details .....

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