Location
london
Job Type
Full-time
Posted
June 20, 2026
Job Description
A highly successful and rapidly expanding wealth management business is seeking an experienced Senior Paraplanner to join its growing technical team.
This is an excellent opportunity for a technically strong Paraplanner who enjoys working on complex client cases and wants to take on a broader role that includes technical leadership, mentoring and quality oversight.
Working closely with Financial Planners, you will be responsible for producing high-quality research, analysis and financial planning recommendations across a wide range of client scenarios. You will also provide guidance and support to junior members of the team, helping to drive consistency, quality and best practice throughout the paraplanning function.
Key Responsibilities
- Conduct in-depth research across pensions, investments, tax planning and protection solutions
- Prepare and review complex suitability reports and financial planning recommendations
- Produc...