Senior Paraplanner

Senior Paraplanner, Birmingham, £50,000+ (DOE) – This is an excellent opportunity for a technically strong professional who enjoys working closely with advisers, improving processes, and supporting the development of others. JOB REF: 3022.

THE ROLE

• You will play a pivotal role in delivering high-quality advice support, ensuring regulatory excellence, and helping to drive the continued growth and professionalism of the paraplanning function.
• Supporting pension, retirement, and tax planning calculations
• Working closely with compliance to ensure advice meets FCA and internal standards
• Producing high-quality, compliant suitability reports and technical documentation
• Building and maintaining cashflow models
• You will also be responsible for mentoring and guiding paraplanners and junior team members

SKILLS REQUIRED

• You will already be operating at a senior paraplanner level and comf...