IRCFS - International Recruiters - Connecting Financial Specialists Limited
Senior Paraplanner
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Senior Paraplanner (Client-Facing)
Location: Cheshire (Hybrid / Remote Working Options)
Job Type: Full-Time | Permanent
About the Company
Our client is a highly respected and well-established independent financial planning firm with an outstanding reputation for advising High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, families and business owners.
The firm delivers bespoke, holistic financial planning solutions across complex investment, retirement, tax and estate planning, building long-term relationships based on trust, technical excellence and exceptional client service.
The Opportunity
An exciting opportunity has arisen for an experienced Senior Paraplanner to join a successful and growing financial planning team. This is far more than a traditional paraplanning role. Working closely with Chartered Financial Planners and Advisers, you'll play a pivotal role in delivering sophisticated financial planning advice while also becoming a trusted point of contact for clients.
The role offers genuine client exposure, including attending meetings alongside advisers, presenting technical recommendations, helping shape financial planning strategies and building long-term relationships with an established HNW and UHNW client base. Operating on a hybrid working model, you'll enjoy a balance of office collaboration, home working and client-facing responsibilities.
Key Responsibilities
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- Prepare high-quality suitability reports and bespoke financial planning recommendations.
- Undertake complex technical research across pensions, investments, tax planning, trusts, estate planning, retirement and protection.
- Analyse existing client portfolios and develop sophisticated planning solutions aligned to client objectives.
- Attend client meetings alongside Financial Planners and provide technical support during discussions.
- Build trusted relationships with HNW and UHNW clients, assisting with ongoing servicing and technical queries.
- Support holistic financial planning, including cashflow modelling and lifetime wealth planning.
- Liaise with providers, platforms and professional connections including solicitors and accountants where appropriate.
- Ensure all work is completed in accordance with FCA regulations and company compliance standards.
- Mentor and support junior paraplanners where appropriate.
About You
The successful candidate will be an experienced Senior Paraplanner with a passion for both technical financial planning and delivering an exceptional client experience. You will possess:
- Proven experience as a Senior Paraplanner within an Independent Financial Planning or Wealth Management firm.
- Essential experience supporting and working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, including complex financial planning cases.
- Diploma qualified (Level 4) as a minimum, with Chartered status or actively working towards Chartered qualifications preferred.
- Excellent technical knowledge across pensions, investments, tax planning, trusts, estate planning and retirement planning.
- Exceptional report writing, analytical and research skills.
- Confidence communicating directly with clients and supporting advisers in client meetings.
- Outstanding attention to detail, organisational skills and the ability to manage multiple priorities.
- A proactive, collaborative and professional approach with a genuine commitment to delivering outstanding client outcomes.
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What's on Offer
- Competitive salary of up to £55,000 (depending on experience).
- Hybrid working.
- Genuine client-facing responsibilities.
- Exposure to sophisticated HNW and UHNW financial planning cases.
- Ongoing support towards Chartered status and continued professional development.
- A collaborative, supportive and highly professional team environment.
- Modern offices in Cheshire.
- Excellent long-term career progression within a respected and growing financial planning firm.
If you're a technically strong Senior Paraplanner with experience supporting HNW and UHNW clients, and you're looking for a role that combines technical excellence with meaningful client interaction, this is an outstanding opportunity to join a firm where your expertise and client relationships will be truly valued.
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