Paraplanner

Senior Paraplanner

Location: London (Hybrid)

Salary: Up to £75,000

About the Role

We are recruiting on behalf of a leading financial planning and wealth management client for an experienced Senior Paraplanner to join their growing team. This is an excellent opportunity for a technically strong and detail-oriented professional to play a key role in supporting Financial Advisers, delivering high-quality client outcomes, and contributing to complex financial planning strategies. Working within a collaborative and client-focused environment, you will be responsible for preparing suitability reports, conducting technical research, and ensuring all advice meets regulatory and compliance standards.

Key Responsibilities

• Prepare accurate, high-quality, and compliant suitability reports based on adviser recommendations.
• Conduct detailed research across pensions, investments, protection products, and wider financial planning solutions.
• Analyse client financial information, including income, assets, pensions, investments, and protection arrangements.
• Support Financial Advisers in developing tailored financial planning strategies and recommendations.
• Ensure all advice and documentation comply with FCA regulations and internal compliance requirements.
• Liaise with advisers, administrators, providers, and other stakeholders to obtain and verify client information.
• Assist with cashflow modelling and financial forecasting to support long-term client planning.
• Maintain accurate and organised client records and documentation.
• Keep up to date with market developments, legislative changes, and product innovations within the financial services sector.
• Act as a technical resource for advisers and support the delivery of complex financial planning cases.

Skills & Experience Required

• Diploma in Regulated Financial Planning (Level 4) as a minimum.
• Proven experience in a Paraplanner or Senior Paraplanner position within a financial planning environment.
• Strong technical knowledge of pensions, investments, protection, and retirement planning.
• Demonstrable experience producing suitability reports to a high standard.
• Excellent understanding of FCA regulations and compliance requirements.
• Strong analytical and research skills with the ability to interpret complex financial information.
• Exceptional attention to detail and commitment to accuracy.
• Excellent communication and stakeholder management skills.
• Ability to work independently while collaborating effectively within a wider team.

What's on Offer

• Salary up to £75,000, depending on experience.
• Hybrid working arrangement.
• Opportunity to join a reputable and growing financial planning firm.
• Ongoing professional development and support with further qualifications.
• Collaborative and supportive working environment with clear career progression opportunities.

If you are an experienced Paraplanner looking to take the next step in your career with a forward-thinking financial planning business, we would love to hear from you. Please send your cv to Mef@accountancyaction.com