Elevate Your Paraplanning Career with a Leading UK Wealth Management Firm
Location: Weybridge | Hybrid Working | Competitive Salary + Excellent Benefits
Are you an experienced Senior Paraplanner looking to make a meaningful impact in a supportive, forward-thinking environment? Join a dynamic, nationally recognised wealth management practice where you'll be empowered to work on complex cases, develop your expertise, and shape the future of financial advice.
Why This Role Stands Out:
Work on complex, high-net-worth cases alongside top-tier Private Wealth Partners
Be part of a tight-knit team that values collaboration, mentorship, and shared success
Help shape the development of paraplanning processes, while mentoring junior colleagues
Join a firm with Investors in People Platinum Accreditation, where your growth is our priority
What’s In It For You:
25 days annual leave (rising to 30 with service)
Matched pension contributions up to 7.5%
Life assurance – up to 4x salary
Income protection – 75% of salary in the event of long-term sickness
Access to in-house financial advice
Hybrid working to support work-life balance
Plus: childcare vouchers, season ticket loans, high street discounts, and more
Your Day-to-Day Responsibilities:
Craft tailored recommendation and strategy reports under a restricted advice model
Deliver advanced cash flow modelling and research for complex financial planning cases
Provide progress updates to Partners, helping them manage client expectations seamlessly
Support the Practice Manager with team training and process improvement initiatives
Handle pre-approval compliance tasks and assist with strategic project work
What You’ll Bring:
Level 4 qualified (Diploma in Regulated Financial Planning or equivalent) – Chartered status is a bonus
Proven experience in a Senior Paraplanner role within a wealth management or IFA setting
Expertise in advanced financial planning, cashflow modelling, and holistic report writing
Strong communication and interpersonal skills with a keen eye for detail
Confident juggling multiple priorities and mentoring others in a team environment
Join a Culture That Puts People First
You'll be part of a firm that’s built on stakeholder values, trust, and a commitment to excellence. With over 120 advisers and a support network across 8 offices nationwide, this is a business that’s large enough to offer real progression—yet small enough for your voice to be heard.
Ready to take your career to the next level? Apply now and be part of a firm where your expertise will be truly valued.