Senior Paraplanner

Job Title: Senior Paraplanner

Location: Cambridge office (hybrid working available)

Salary:

Role Overview

The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research analysis and documentation across a broad range of financial planning areas. This includes pensions protection planning tax considerations and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong client-centric outcomes.

A core part of this position is producing well-structured personalised suitability reports and ensuring all work aligns with regulatory expectations and internal frameworks. The Senior Paraplanner is expected to maintain a high level of technical expertise stay informed about market and regulatory developments and take a proactive approach to continuous improvement.

This role also includes supporting junior paraplanners through mentoring training and involvement in process enhancements across the department.

Key Responsibilities

• Conduct thorough research based on client circumstances existing arrangements and information gathered by Financial Planners to support the development of suitable financial recommendations.
• Perform detailed calculations and create cash-flow models where needed.
• Prepare clear tailored suitability reports and letters that reflect each clients objectives risk profile and any vulnerabilities.
• Ensure all communications are compliant accurate and easy to understand.
• Produce technical documentation and research materials for client meetings and presentations.
• Identify future planning opportunities when reviewing client cases and highlight them to the Financial Planner.
• Act as a point of reference for complex paraplanning queries escalating matters when appropriate.
• Provide structured guidance and training to new paraplanners.
• Share knowledge encourage collaboration and support high standards across the team.

Competencies

• Strong background in delivering high-quality paraplanning support.
• Broad experience across pensions investments and protection planning including complex cases.
• A-Level/Higher (or equivalent) education.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Progression toward Advanced Diploma/Chartered status (desirable).

Core Skills

• Excellent communication and client-service skills.
• Strong technical financial planning knowledge.
• High attention to detail and numerical accuracy.
• Effective organisational and prioritisation skills.
• Strong collaboration skills and ability to act as a role model.