About this role
Senior / Chartered Paraplanner
Location: Stokenchurch, Buckinghamshire
Salary: Up to £60,000 depending on experience
The Opportunity
This role would suit a technically strong Paraplanner with a solid background in financial planning, wealth management and investment advice, who can provide high-quality technical support to Financial Advisers and help deliver comprehensive, client-focused financial planning solutions.
Whether you are an established Senior Paraplanner or a Chartered Paraplanner looking for your next career move, this position offers the opportunity to apply your technical expertise within a professional and client-focused team.
Key Responsibilities
- Prepare detailed, compliant financial planning reports and suitability reports.
- Produce cashflow modelling and support retirement and later-life financial planning.
- Research and analyse investment portfolios, pensions and tax-efficient investment solutions.
- Support Financial Advisers with holistic financial planning and wealth management strategies.
- Undertake pension transfer, retirement planning, investment and protection research where appropriate.
- Prepare recommendations covering pensions, ISAs, bonds, investments and other financial planning products.
- Ensure all reports and recommendations meet FCA regulatory requirements and internal compliance standards.
- Liaise with Financial Advisers, clients, providers and other professional contacts to obtain relevant information.
- Maintain accurate client records and ensure documentation is completed to a high standard.
- Contribute to efficient case management, technical research and the delivery of excellent client outcomes.
Skills and Experience
- Proven experience as a Paraplanner within an IFA, wealth management or financial planning business.
- Experience preparing suitability reports and detailed financial planning recommendations.
- Strong technical knowledge of pensions, investments, retirement planning and wealth management.
- Understanding of FCA regulations, compliance procedures and financial planning best practice.
- Excellent analytical, research, report-writing and communication skills.
- Ability to manage multiple cases, prioritise workloads and meet deadlines.
- Strong attention to detail and a commitment to delivering accurate, compliant work.
Qualifications
- Level 4 Diploma in Regulated Financial Planning, or equivalent, is highly desirable.
- Chartered Financial Planner status or progress towards Chartered status would be advantageous.
- Candidates with substantial senior-level Paraplanning experience and strong technical capability are encouraged to apply.
Salary and Location
A competitive salary of up to £60,000 is available, depending on qualifications, technical expertise and experience.
The position is based in Stokenchurch, Buckinghamshire, offering an opportunity for an experienced Paraplanner within the Chilterns area.
Apply Now
If you are an experienced Paraplanner, Senior Paraplanner or Chartered Paraplanner seeking a new opportunity in financial planning, wealth management or independent financial advice, we would welcome your application.
All applications will be handled professionally and confidentially.