Job Title:
Senior Paraplanner
Location:
Cambridge office (hybrid working available)
Salary:
£50,000 £60,000
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 solid, 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.
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📌 Senior Paraplanner (Western Australia)
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