An established and reputable investment management and financial planning organisation with over 100 years of experience is seeking a skilled Senior Paraplanner to join their expanding Financial Planning team. With a national presence and ambitious growth plans, this firm is dedicated to providing top-tier financial advice and solutions to a diverse, high-net-worth client base.

This role is ideally suited to experienced, career-oriented Paraplanners who hold, or are working towards, Chartered status via the CII. The position offers a predominantly remote setup, requiring office presence only occasionally (one a quarter appx in London), making it an attractive opportunity for individuals seeking flexibility without compromising on professional growth and challenge.
As a Senior Paraplanner, you will work closely with two Senior Financial Planners who manage substantial high-net-worth client portfolios.

Key responsibilities include:
*Collaborating with Financial Planners to understand and support client financial objectives
*Preparing high-quality, tailored suitability reports and recommendations
*Conducting thorough research and analysis on a range of financial products, funds, and investment options
*Ensuring all reports and advice adhere to regulatory and internal compliance standards
*Assisting with client queries and coordinating follow-up support as needed
*Creating cash flow models and performing risk assessments to underpin planning recommendations
*Supporting client review processes with detailed documentation for annual and ad-hoc reviews
Qualifications and Skills:
*Diploma in Financial Planning (DipPFS) or equivalent; Chartered status (or progression towards it) is highly desirable
*Strong technical knowledge of financial products, including pensions, investments, and protection
*Proven experience in a paraplanning role within wealth management or financial advisory
*Excellent written communication skills with the ability to produce clear, accurate, and compliance-focused reports
*Proficiency with financial planning software (e.g., Voyant, FE Analytics) and Microsoft Office
*High attention to detail, capable of managing multiple priorities, and a proactive approach to client service
Benefits:
*Flexible hybrid working arrangement with minimal office attendance
*Competitive salary and discretionary bonus
*Comprehensive benefits package including pension contributions and private medical insurance
*Supportive environment with opportunities for professional development and career progression
*Predominantly remote, office based once per quarter (and other times when required)
This is a unique opportunity for a dedicated Paraplanner looking to deepen their expertise in a stable, professional environment. Ideal for those passionate about paraplanning as a career, this role offers the chance to make a significant impact within a growing and well-regarded firm.