Senior Paraplanner – Lead the Way in Financial Excellence
Are you ready to take your career to the next level by stepping into a pivotal role where your expertise drives meaningful change within the Paraplanning team? The team believe in empowering individuals to create a better future—starting with you. Join as a Senior Paraplanner, and lead a team that delivers high-quality, independent financial advice to help transform lives for the better.
Salary: Up to £40,000 + Quarterly Bonus
Benefits: Private medical insurance, enhanced leave packages, gym membership, paid volunteer time, and more!
Contract Type: Full-Time, Permanent | 35 hours per week | Flexitime | Work from home
Why You?
You thrive in a dynamic environment where no two days are the same. Your passion for precision and your ability to inspire and lead others makes you stand out. We don’t just value skills; we value your purpose. Your "why" aligns with ours: creating a client-centred approach that fosters trust, delivers results, and earns those 5-star reviews we’re known for.
Your Role:
Reporting directly to our Executive Director, you’ll oversee and inspire a team of paraplanners. You’ll champion excellence in the new business journey—from research and reporting to ensuring accuracy and compliance. Key highlights include:
Leadership Responsibilities:
- Leading weekly team meetings and monthly one-to-ones to motivate, guide, and allocate work.
- Supporting training initiatives, writing processes, and improving team efficiency.
- Attending management meetings to provide strategic input and relay updates to leadership.
Paraplanning Expertise:
- Crafting detailed suitability reports and letters tailored to clients’ needs.
- Ensuring compliance with all internal and regulatory standards.
- Managing client files, conducting tax calculations, and maintaining impeccable attention to detail.
- Liaising with providers for illustrations and valuations to support client outcomes.
What’s in It for You?
- Rewarding Pay: Competitive salary + quarterly bonus to recognise your contributions.
- Exceptional Benefits: From private medical insurance and life cover to paid volunteer time, gym membership, and on-site parking.
- Flexibility & Support: Work from home options, flexitime schedules, and a health & wellbeing programme to maintain work-life balance.
- Professional Growth: Access to training, CPD opportunities, and leadership responsibilities to hone your skills and advance your career.
What You Bring:
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning (essential), working towards Level 6 Chartered Financial Planner.
- Experience: Proven paraplanning expertise and previous leadership experience preferred.
- Skills: Exceptional organisation, communication, and leadership capabilities. A keen eye for detail and a strong grasp of English and maths.
- Tech-Savvy: Proficiency in Microsoft 365; experience with Intelligent Office is a bonus.
Your Next Step:
If you’re ready to bring your passion, precision, and leadership to the team, we want to hear from you. Let’s change lives together—starting with yours.
Apply today and take the first step toward a fulfilling career as our Senior Paraplanner.