Senior Paraplanner / Technical Specialist

In this role, you will provide high-quality paraplanning or advanced technical support to Wealth Planners across UK offices, enabling bespoke financial plans for HNW/UHNW clients. You’ll own complex cases, ensure compliant documentation, and contribute from day one with minimal onboarding. The position supports cross-functional collaboration, drives accurate cashflow modelling, and shapes clear, jargon-free advice. Join a growing, client-centric firm with a strong value set and global backing.

• Own paraplanning for standard, bespoke and complex cases; ensure complete, well-documented advice files
• Collect and analyse client data; work with Wealth Planners to determine strategies
• Maintain compliance docs per procedures and FCA guidelines; record client data in iO
• Build and review cashflow models (Voyant) and explain outputs to planners/clients
• Lead preparation of financial advice letters and suitability reports; ensure appropriate sign-off
• Liaise with investment managers, legal/tax advisers; escalate specialist input when needed
• Oversee implementation with administration team; ensure timely and accurate submission
• Manage workload independently; meet SLA targets; escalate risks early
• Share technical knowledge; contribute to process improvements and templates
• Attend client meetings with Wealth Planners when required
• Provide guidance to junior paraplanners and aspiring staff

• Chartered Financial Planner status or near completion of the CII Level 6 Advanced Diploma in Regulated Financial Planning
• Five+ years of technical paraplanning experience with bespoke/complex advice for HNW/UHNW clients
• Practical experience using Voyant for cashflow modelling
• Strong technical knowledge of financial planning and regulatory/compliance requirements
• Ability to own complex cases, identify information gaps and develop solutions
• Proven ability to produce accurate, compliant, bespoke reports with clear rationale
• Proficient in using Voyant to model standard and advanced scenarios
• Excellent attention to detail, organisation, and time management
• Experience with Intelligent Office (iO), Synaptics Research, Defaqto Engage and IRESS Exchange is preferable
• Advanced Microsoft Excel skills are desirable

• Sound judgement
• Strong communication and collaboration with Wealth Planners and colleagues
• Independent thinker with initiative and problem-solving focus
• Voyant cashflow modelling
• Intelligent Office (iO)
• Synaptics Research