Job Description

Job Title: Senior Paraplanner

Location: Cambridge office (hybrid working available)

Salary: £50,000 £60,000

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.