Senior Paraplanner - Lead for High-Net-Worth Planning

Orla Rose Associates; England; On-site; GBP 35,000 - 60,000; Full time

Job summary

A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. You will provide comprehensive paraplanning services, prepare detailed reports, and conduct technical research. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning. This role offers an opportunity to take ownership of cases and work independently.

Qualifications

• 4+ years’ experience in a paraplanning role.
• Demonstrated technical proficiency in pensions, investments, and estate planning.
• Strong understanding of tax-efficient planning strategies.

Responsibilities

• Provide full paraplanning support to advisers and clients.
• Prepare detailed cash flow modelling and proposals.
• Draft clear and compliant suitability reports.
• Conduct technical research across pensions, investments, and tax planning.
• Take ownership of cases from start to finish.

Skills

Technical proficiency in pensions

Investments knowledge

Estate planning expertise

Excellent written communication

Excellent verbal communication

Ability to work independently

Ability to work collaboratively

Job description

A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. You will provide comprehensive paraplanning services, prepare detailed reports, and conduct technical research. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning. This role offers an opportunity to take ownership of cases and work independently.