Job Description
Senior Paraplanner
Buckinghamshire £50,000 - £60,000 DOE Hybrid / Remote / On-site Options
Are you a confident, self-sufficient Senior Paraplanner looking for a role where you can truly make an impact in a close-knit, high-performing team?
We're working with a boutique financial planning firm in Buckinghamshire, led by experienced Advisors, who are seeking a capable and proactive Paraplanner to join the team. This is a rare opportunity to step into a role that blends technical expertise, client interaction, and operational support - all within a flexible working environment.
What's the role?You'll be the go-to Paraplanner, supporting the advisors with:
- Full paraplanning duties: report writing, research, suitability letters
- Client-facing work: attending meetings, answering queries
- Admin support: due to the size of the team, you'll also handle some administrative tasks
We are looking for someone experienced, confident, and able to have a level of self-sufficiency.
Benefits- Salary: £45,000 - £60,000 depending on experience
- Bonus/Commission: Annual review in April, with yearly individual and company profit based pay rises
- Pension: Nest standard or contribution to personal pension
- Holiday: 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days
- Level 4 Diploma (minimum) - ideally working towards or holding Level 6
- Proven experience in a paraplanning role, ideally at senior level or with several years experience
- Comfortable working independently and managing your own workload
- Willingness to get involved in all aspects of the business, including admin
- Hybrid / Remote / On-site - flexible options available
- Initial expectation to be on-site 3-5 days/week while settling in
- Remote candidates expected to visit the office monthly or fortnightly
If this role is of interest, please apply and I will be happy to discuss further!
