Senior Paraplanner

Job description

We have a new opportunity for a Senior Paraplanner to join our clients based in London. The Senior Paraplanner gives FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients.

Key Responsibilities:

- Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations.

- Review and develop plans for clients with highly specialised situations.

- Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate.

- Communicate advice directly to clients in a clear and professional manner.

- Prepare written proposals and recommendations, presenting them to clients to ensure understanding.

- Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training.

- Contribute to ad hoc projects aimed at improving operational efficiency.

- Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice.

Qualifications & Experience:

- University degree or equivalent combination of education and experience.

-Level 6 Chartered qualification

- Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma).

- Minimum of 3 years’ experience in financial services.

- Strong understanding of financial planning principles and client suitability.

- High attention to detail and ability to manage multiple tasks effectively.

- Strong numerical and analytical skills.

- Ability to perform under pressure and collaborate effectively in a dynamic team environment.

- Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

01-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English