Senior Paraplanner

Most paraplanning roles offer a salary, discretionary bonus (if you're lucky) and a vague promise about progression.

This one is different.

Here, you’ll receive a salary of £40,000, alongside a bonus of up to £1,000 per month which is performance based and linked to SLA achievement. 

And if your longer-term ambition is to become a Financial Adviser, there is a clear route into advice, with support and funding for further qualifications.


THE JOB

You’ll join a busy technical planning team that currently includes six Paraplanners. Two additional roles have been approved because the volume of work continues to grow.

This team deals with the more complex cases, including higher-value clients and advice requiring more detailed calculations or technical input.

Working closely with Financial Advisers, you’ll help formulate suitable advice across areas including:

• Pensions
• Investments
• Tax planning
• Trusts
• Protection

You’ll complete the product research and report writing, using the company’s in-house planning system and established report templates.

There is no cashflow modelling involved.

Once you’re fully trained, you’ll work on a hybrid basis, spending three days each week in the office and two days at home.


WHAT YOU’LL NEED

Ideally, you’ll already hold the Level 4 Diploma in Financial Planning.

However, applications are also welcome from experienced Paraplanners who are close to completing it.

You’ll need to be comfortable managing a steady caseload, working accurately and dealing with advice that can be more technical than the average paraplanning role.


PACKAGE

• Salary £40,000
• Performance-related bonus up to £12,000 per annum
• Hybrid working after training
• Three days in the office and two days at home
• Exam funding and continued professional development
• Longer-term opportunity to progress into financial advice

  
This is a well-established UK financial services business providing financial advice, wealth management and investment solutions. Advisers retain a degree of independence while receiving the infrastructure, technical support and resources of a larger group.

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Want to know more? Click apply.

There’s no need to spend hours updating your CV first. Send what you have and we’ll take it from there.

You can also connect with Leanne Fairhurst on LinkedIn.