Senior Paraplanner

Locations: Luton

Salary: Up to £60,000 DOE + discretionary bonus

Working Pattern: Hybrid working

Benefits: Excellent benefits package

Our client, a highly regarded and established Independent Financial Advice firm, is seeking an experienced Senior Paraplanner to join its team.

This is an excellent opportunity for a technically strong paraplanner who can work independently, take ownership of complex paraplanning responsibilities and provide technical guidance and oversight to colleagues.

Reporting directly to a Director, you will play a key role in managing the paraplanning workload, maintaining high standards of advice documentation and supporting the wider team. This position would suit someone who enjoys technical paraplanning, leadership and taking on greater responsibility without moving into a Financial Adviser role.

The Opportunity

You will take responsibility for the Director’s paraplanning requirements, ensuring all work is completed accurately, efficiently and to a high standard, with minimal supervision.

Alongside your technical responsibilities, you will oversee and support an existing Paraplanner and Administrator, helping to coordinate workloads, maintain quality standards and ensure the smooth running of the paraplanning function.

This is an excellent opportunity to join a professional and collaborative business where your technical expertise, initiative and ability to take ownership will be valued.

Key Responsibilities

Managing and overseeing the Director’s paraplanning workload.
Preparing and reviewing high-quality suitability reports and advice documentation.
Conducting detailed research across pensions, investments, retirement planning and other financial planning solutions.
Ensuring recommendations are accurately documented and meet regulatory and compliance requirements.
Taking ownership of cases from initial research through to completion.
Providing technical guidance and oversight to an existing Paraplanner and Administrator.
Monitoring workloads, prioritising deadlines and ensuring work is completed efficiently.
Working closely with the Director and wider team to support the delivery of high-quality financial planning services.
Identifying opportunities to improve processes, efficiency and the quality of client documentation.
Maintaining accurate records and ensuring consistent standards across all paraplanning activities.

About You

An experienced Paraplanner with a strong technical background within an IFA or wealth management environment.
Ideally Diploma-qualified in Regulated Financial Planning or holding an equivalent recognised qualification.
Confident preparing technically robust suitability reports with minimal supervision.
Experienced in supporting senior advisers or Directors with complex paraplanning requirements.
Comfortable taking ownership of cases and managing a demanding workload independently.
Highly organised, proactive and detail-oriented.
A confident communicator who enjoys supporting colleagues and providing technical guidance.
Experienced in taking on additional responsibility, ideally including team oversight or mentoring.
Motivated to develop within a senior technical paraplanning career rather than transition into an advisory role.
Based within a reasonable commuting distance of Watford, Edgware or Luton.

Salary and Benefits