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Senior Technical Paraplanner

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    Financial Services
    London, Hybrid home working


    Job Title: Senior Technical Paraplanner

    Location: London, Hybrid

    Salary: Up to £70,000 based on experience

    Job Description:

    My client is currently seeking a Senior Technical Paraplanner to join our team in London. The successful candidate will work closely with our financial advisors and clients to provide high-quality technical support and financial planning advice.


    • Work closely with our financial advisors to provide high-quality technical support and financial planning advice
    • Conduct detailed research and analysis to support financial recommendations
    • Develop and maintain strong relationships with clients, ensuring a high level of client satisfaction
    • Produce complex financial planning reports, including cash flow projections, investment analysis, and retirement planning
    • Provide technical support to junior members of the team, including training and development
    • Keep up-to-date with changes in legislation, taxation, and financial markets to ensure advice is accurate and relevant
    • Support the financial advisors in delivering presentations to clients and prospects


    • Minimum of 5 years’ experience in a technical paraplanning role
    • Diploma in Financial Planning
    • Excellent analytical and numerical skills
    • Strong communication
    • Ability to work under pressure and meet deadlines
    • Strong attention to detail
    • Experience using financial planning software and tools, such as Salesforce
    • Knowledge of taxation and pension legislation
    • Experience in dealing with high-net-worth clients is desirable

    If you are a highly motivated individual who thrives in a fast-paced, client-focused environment, we encourage you to apply.

    This is an excellent opportunity for an experienced technical paraplanner to take the next step in their career and join a dynamic and growing team in London.

    Salary £60,000 - £70,000
    Speak to one of our consultants 0203 764 2350

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