Senior paraplanner

AMG Wealth, Senior Partner Practice of St. James’s Place; East Midlands; On-site; GBP 42,000 - 59,000; Full time

Benefits offered by this job

Competitive salary

Career progression

Support for Chartered status

Exposure to complex cases

Direct access to senior advisers

Modern systems & AI tools

Shape processes and growth

Job summary

AMG Wealth, Senior Partner Practice of St. James’s Place, seeks a Senior Paraplanner with a professional diploma in financial planning. The role focuses on complex drawdown and IHT cases, offering a pathway to Chartered status and ongoing professional development.

You will join a supportive, collaborative team that values expertise and long-term client relationships, with modern systems and a culture of innovation to enhance efficiency and outcomes.

Qualifications

• Diploma in financial planning required.

Education

Senior Paraplanner Diploma

Job description

At AMG Wealth, we're building something different.

We are a close-knit, ambitious team that genuinely cares about our clients and each other. Our culture is built on trust, collaboration, continuous improvement, and delivering exceptional outcomes. We believe the best financial planning comes from combining technical excellence with meaningful human relationships.

You'll work in an environment where your expertise is valued, your ideas are welcomed, and your contribution has a direct impact on both the business and the lives of our clients. We encourage innovation, embrace technology, and continually look for better ways to serve clients and improve how we work.

This is an opportunity to be part of a business that has grown through reputation and referrals, where quality is valued over quantity and long-term relationships matter more than short-term targets.

What We Offer

Senior Paraplanner Diploma Qualified

At AMG Wealth, we're building something different.

We are a close-knit, ambitious team that genuinely cares about our clients and each other. Our culture is built on trust, collaboration, continuous improvement, and delivering exceptional outcomes. We believe the best financial planning comes from combining technical excellence with meaningful human relationships.

You'll work in an environment where your expertise is valued, your ideas are welcomed, and your contribution has a direct impact on both the business and the lives of our clients. We encourage innovation, embrace technology, and continually look for better ways to serve clients and improve how we work.

This is an opportunity to be part of a business that has grown through reputation and referrals, where quality is valued over quantity and long-term relationships matter more than short-term targets.

• Competitive salary based on experience and qualifications.
• A clear pathway for career progression and professional development.
• Support towards further qualifications, including Chartered status.
• Exposure to complex and rewarding financial planning cases.
• Direct access to experienced advisers and senior decision-makers.
• A collaborative, team-oriented environment where everyone has a voice.
• Modern systems and a commitment to using technology and AI to enhance efficiency and client outcomes.
• The opportunity to help shape processes and contribute to the future growth of the business.
• A supportive culture that recognises achievement, encourages personal growth, and celebrates success together.
• The satisfaction of working with clients and families across generations, helping them achieve their lifelong goals and create lasting legacies.

Our Culture

We believe that great businesses are built by great people.

Our team is passionate and caring about financial planning and committed to making a genuine difference in our clients' lives. We work hard, support one another, and take pride in delivering advice that creates confidence, clarity, and peace of mind.

We are looking for someone who shares our values:

• Putting clients first in everything we do.
• Taking ownership and pride in the quality of our work.
• Striving for continuous learning and improvement.
• Embracing innovation and new ideas.
• Working collaboratively and positively as part of a team.
• Building trusted, long-term relationships.

You must possess a diploma in financial planning and have over 3 years' experience in drawdown and IHT

If you're looking for a role where you can develop professionally, contribute meaningfully, and be part of a team that genuinely enjoys what it does, AMG Wealth offers a unique opportunity to build a rewarding long-term career.