Senior Paraplanner: Home-Based

Senior Paraplanner - Home Based

London / Home Counties

Salary up circa £70,000 (potentially more for high level applicant)

I’m looking for an experienced Senior Paraplanner to join a successful IFA practice in the Home Counties as it embarks on it’s next growth phase. Although a predominantly home based role there will need to be the occasional meeting with the Advisors who are based int he South East of England.

This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You’ll work across a broad range of advice areas including pensions, investments, inheritance tax planning and protection.

Key responsibilities include:

• Producing accurate and compliant suitability reports in line with FCA requirements

• Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation

• Reviewing adviser recommendations for technical accuracy and regulatory compliance

• Supporting advisers with client meeting preparation and ensuring cases progress efficiently

• Liaising with providers and maintaining accurate records and documentation

• Acting as a technical point of reference for advisers and paraplanners

• Contributing to process improvements, training, and paraplanning best practice

Requirements for the role:

• Minimum 5 years’ paraplanning experience within a UK financial advice firm

• Strong technical knowledge across pensions, investments, and tax planning

• Proven experience writing complex suitability reports

• Excellent analytical, organisational, and communication skills

• Strong understanding of FCA regulation and compliance requirements

• Ability to manage multiple cases and work independently

Essential qualification:

• Level 6 Advanced Diploma (or close to achieving)

• Knowledge of CURO, Voyant, and FE Analytics

We’re looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.