Senior Paraplanner - route 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

Senior Paraplanner | City of London | £50,000–£65,000

9–5 working hours | Hybrid – 2 days from home

Are you an experienced Paraplanner who enjoys getting involved in complex financial planning and being the technical expert within a team?

Would you like to work closely with Advisers, contribute to client meetings and mentor junior colleagues, rather than simply producing reports from instructions?

And if you'd like to move into Financial Advice, would you value a business with a proven track record of developing its Paraplanners into Advisers?

The Company

Join a boutique Chartered wealth planning firm based in a modern WeWork office near Bank. You'll be part of a close-knit team of eight, working collaboratively with the Lead Adviser, Director and another Adviser.

The Role

This is a senior technical position where your knowledge will genuinely influence the advice process. You'll help shape recommendations, act as a technical sounding board for Advisers and support the development of junior Paraplanners and Administrators.

Your work will include:

• Complex financial planning, including cash flow modelling and Inheritance Tax planning.
• Researching and challenging recommendations across pensions, investments and wider planning.
• Preparing suitability reports and supporting documentation.
• Attending client meetings and contributing your technical expertise.
• Mentoring colleagues and sharing your knowledge across the team.

Progression into Financial Advice

If you'd like to remain a career Paraplanner, you can become a key technical figure within the business. However, if your ambition is to become an Adviser, there's a genuine opportunity to make that move.

The Adviser has a proven track record of progressing the Paraplanners they've supported into Adviser roles and is keen to offer the same opportunity to this person, with a view to progressing into advice within the next couple of years.

What's on Offer?

• £50,000–£65,000 salary, depending on experience.
• Hybrid working, with two days from home.
• 9–5 working hours.
• 25 days' annual leave.
• Private medical insurance.
• Death in Service cover at 5x salary.
• 6% employer pension contribution.
• Financial support with professional studies.
• A collaborative team where your technical expertise is valued.
• A genuine, proven route into Financial Advice within around two years.

What They're Looking For

• An experienced Paraplanner with strong technical knowledge.
• Confidence working with Advisers on complex financial planning cases.
• Someone who enjoys sharing knowledge, mentoring others and contributing to client meetings.
• A collaborative approach and an interest in helping shape recommendations, rather than simply following instructions.

Pay: £50,000.00-£65,000.00 per year

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance
• Sick pay

Experience:

• Paraplanning : 2 years (preferred)

Work Location: Hybrid remote in London