Senior Paraplanner

Role: Senior Paraplanner Sector: Financial planning / HNW wealth management (paraplanning) Location: Bradford-on-Avon, Wiltshire, UK Employment type: Permanent , full-time, hybrid working 3 dayasin the office and 3 from home. Salary: Competitive, up to £65,000 Employer: A small, independent, manager-owned wealth management practice serving HNW and UHNW private clients Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients. Responsibilities include producing detailed financial plans and cash-flow analysis, managing client-facing communications, supporting fund reviews and portfolio monitoring, and maintaining compliance documentation. Requires paraplanning experience across investments and pensions, a strong technical foundation in pensions, investments and tax planning, and DipPFS/DipFP or progress towards these qualifications. This is a manager-owned practice - the founders and principals are present, accessible and invested in building a great place to work. You''ll experience: Investment in your development: time and support for professional qualifications and technical training A client-first culture: no sales target pressure, no rushed work - quality always comes first Real autonomy: you''ll be trusted to own your work and contribute ideas HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients A small, stable team: close working ..... full job details .....