Senior Paraplanner
🔒 Confidential Employer
Posted 21 March 2026
LOCATION
Wirral
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Financial Services
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Paraplanning
Financial Planning
Case Analysis
Suitability Reporting
Trusts
Investment Funds
FULL DESCRIPTION
What’s in it for you!
- Salary from £55k negotiable
- Wirral based, happy to consider hybrid/home working or office based.
- Monday – Friday 9am – 5pm
- A permanent position, benefits negotiable including 25 days annual leave plus bank holidays, income protection, and death in service plus free parking available on site.
- Great career opportunities for future progression within the business
Why we’d work there!
- Trusted client who is a people-focused employer
- Excellent staff retention
- Lovely offices and a friendly working environment
Senior Paraplanner
You’ll play a central role in shaping high-quality, compliant advice through robust research, complex case analysis, and detailed suitability reporting. You will be trusted to provide technical leadership, particularly in specialist areas such as trusts, investment funds, and complex financial planning strategies.
Experience you need
- Proven experience in paraplanning at a senior or complex case level
- Diploma in Financial Planning or similar
- Excellent communication both verbal and written
- Highly organised, analytical and able to handle own workload
How you apply!
Email your CV to [contact hidden]
Sign up free — access 45,000+ UK sponsor-licensed jobs