Senior Paraplanner: Hybrid, Path to Adviser

Cranleigh Personnel; Greater London; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

9–5 working hours

25 days annual leave

Private medical insurance

Death in Service cover 5x salary

6% employer pension contribution

Professional studies support

Life insurance

Sick pay

Job summary

Cranleigh Personnel is seeking a Senior Paraplanner for a boutique Chartered wealth planning firm near Bank in London. You will be the technical expert inside a small team, shaping recommendations and supporting Advisers while mentoring junior Paraplanners and Administrators.

The role offers hybrid working (2 days from home) with 9–5 hours, plus a clear path toward progression into Financial Advice within approximately two years.

Qualifications

• 2+ years paraplanning experience.
• Strong technical knowledge in financial planning.
• Ability to mentor junior colleagues and participate in client meetings.

Responsibilities

• Handle complex financial planning including cash flow modelling and Inheritance Tax planning.
• Research and challenge recommendations across pensions, investments and wider planning.
• Prepare suitability reports and supporting documentation.
• Attend client meetings and contribute technical expertise.
• Mentor colleagues and share knowledge across the team.

Skills

Paraplanning

Technical analysis

Mentoring

Client meetings

Job description

Cranleigh Personnel is seeking a Senior Paraplanner for a boutique Chartered wealth planning firm near Bank in London. You will be the technical expert inside a small team, shaping recommendations and supporting Advisers while mentoring junior Paraplanners and Administrators.

The role offers hybrid working (2 days from home) with 9–5 hours, plus a clear path toward progression into Financial Advice within approximately two years.