Senior Paraplanner

Senior Paraplanner –  Rugby, Warwickshire

We’re currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Rugby. This is a permanent, full-time opportunity offering a collaborative and professional environment, with 1 day working from home (minimum four days in the office).

As a key member of the technical team, you’ll work closely with advisers and administrators to deliver exceptional financial planning support across high-net-worth clients – investments, pensions, tax, and estate planning. This role is ideal for someone who thrives in a detail-oriented, client-focused environment and enjoys being the “go-to” person for technical expertise.

Key Responsibilities

• Deliver high-quality technical paraplanning support to ensure clients receive robust, compliant, and tailored financial strategies.

• Collaborate with advisers to identify opportunities for effective financial planning and source appropriate solutions. Communicate with Administrators to deliver the advice process.

• Prepare detailed financial plans and reports, including cashflow modelling, investment strategies, and technical calculations.

• Conduct in-depth product research and comparisons using systems such as FE Analytics and Voyant.

• Maintain ownership of cases from start to finish, ensuring all recommendations meet compliance and quality standards.

• Support post-review case work, assist with client meeting preparation, and handle technical queries.

• Stay up to date with changes in legislation, regulation, and internal templates/processes.

Skills & Experience

• Minimum of 3 years’ paraplanning experience within a wealth management or SJP environment.

• Level 4 Diploma qualified (or working towards) – Chartered status desirable.

• Strong knowledge of pensions, investments, IHT, and trusts.

• Confident using research and financial planning tools (e.g. FE Analytics, Voyant).

• Excellent attention to detail with strong analytical and numeracy skills.

• Highly organised, proactive, and able to manage multiple priorities in a fast-paced setting.

Personal Attributes

• Professional and client-focused with excellent communication skills.

• Calm under pressure and comfortable handling complex technical information.

• Collaborative team player with a positive and proactive attitude.

Benefits

• 25 days of annual leave + bank holidays

• 4% employer pension contribution (matched)

• Discretionary performance-related bonus

• Private medical insurance (after probation)

• Exam support and paid study leave

• Onsite parking

• All travel expenses covered for required trips (to Esher/London)

If you’re an experienced Paraplanner seeking a senior-level role within a supportive and forward-thinking wealth management environment, we’d love to hear from you.