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Senior Paraplanner

Job Specification

Financial Services


My Client is a successful Wealth Management firm with a National presence. With an amazing culture based around their thriving team.

Looking for someone to join their team in a Senior Paraplanner capacity.


Main Purpose of the Role:

  • To assist with the pre and post checking of reports
  • To assist with the maintenance and development of Courtiers’ report writing system/s
  • To assist with the training and support of Trainees

Duties and Responsibilities:

  • Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
  • Run support groups and training for Trainee Paraplanners and Trainee Advisers
  • Create training courses via the Education Academy and roll out across the business
  • To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
  • Answer technical questions for the business
  • Checking of Paraplanning reports and feedback on issues or better ways of working
  • Pre-screening of Adviser report requests
  • Provide support in improving and updating report templates
  • Assist with updating of Procedures Manual and ensure that it remains up to date
  • To make recommendations as to how the firm’s systems and procedures might be improved


Salary £45,000 - £50,000
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