Senior Paraplanner – Lead Technical Research & Planning

Jkb Wealth; Greater London; On-site; GBP 45,000 - GBP 55,000; Full time

Job summary

A dynamic financial planning practice is seeking an experienced Senior Paraplanner to lead its paraplanning function and contribute to the firm’s growth. The ideal candidate will have proven experience in a financial planning firm, strong technical knowledge, and excellent communication skills. This senior role provides autonomy and the opportunity for long-term progression within the team, alongside a discretionary bonus and profit share opportunities.

Benefits

Discretionary bonus

Long-term profit share opportunity

Qualifications

• Proven paraplanning experience within a financial planning firm.
• Strong technical knowledge and attention to detail.
• Excellent written communication skills.

Responsibilities

• Lead the paraplanning function across the practice.
• Produce high-quality, compliant suitability reports.
• Provide technical research and support to advisers.
• Support complex planning cases across pensions, investments, tax and protection.

Skills

Strong technical knowledge

Attention to detail

Excellent written communication skills

Education

Degree educated

Job description

A dynamic financial planning practice is seeking an experienced Senior Paraplanner to lead its paraplanning function and contribute to the firm’s growth. The ideal candidate will have proven experience in a financial planning firm, strong technical knowledge, and excellent communication skills. This senior role provides autonomy and the opportunity for long-term progression within the team, alongside a discretionary bonus and profit share opportunities.