Senior Paraplanner

Job Description

Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d love to hear from you.What you'll be doing:

Assessing the suitability of financial advice against customer needs and regulatory standards

Producing high-quality suitability reports and conducting technical research

Mentoring paraplanners and supporting their development

Leading improvements to advice workflows and client journeys

Ensuring documentation and advice meet compliance and governance standards

Collaborating with advisers, compliance, and operations teams

Explaining advice recommendations clearly and fairly to custome...