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Senior Paraplanner

Job Posted: 14 days ago

Salary: £ 55,000 - 60,000 / Annum
Job Type: Permanent
Location: Kingston upon Thames, Greater London

Expire in: 14 days

Job Description

We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.

If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.

Key Responsibilities:

  * Producing detailed and accurate suitability reports across a range of financial planning areas

  * Conducting technical research and analysis on pensions, investments, protection, and retirement planning

  * Supporting Financial Advisers in preparing and implementing client recommendations

  * Assisting with complex cases and high-net-worth client portfolios

  * Liaising with providers, clients, and internal teams to ensure efficient case progression

  * Reviewing and analysing financial information to support tailored client solutions

  * Maintaining accurate client records and ensuring compliance standards are met

  * Supporting and mentoring junior paraplanners where required

  * Keeping up to date with industry regulations, products, and market developments

Experience and Skills Requirements

  * Previous experience in a Paraplanner or Senior Paraplanner position

  * Strong technical knowledge across pensions, investments, and financial planning

  * Level 4 Diploma qualified as a minimum (working towards Chartered status advantageous)

  * Excellent report writing and analytical skills

  * Strong attention to detail and organisational ability

  * Confident communication skills with a professional and client-focused approach

  * Ability to manage workloads independently and prioritise effectively

  * Competent IT skills and experience using financial planning systems and research tools

  * A proactive, motivated, and team-oriented attitude

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Senior Paraplanner job near me in Kingston upon Thames, Greater London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!