🚨 EXCLUSIVE | SENIOR PARAPLANNER
📍 Winchester / Hybrid
💼 Chartered Financial Planning | Award-Winning Business
Phoenix Talent Partners is exclusively representing a highly regarded Chartered Financial Planning business seeking an experienced Senior Paraplanner to join its successful team.
This is a senior technical role working alongside experienced Financial Planners within a collaborative, cross-functional environment, supporting complex financial planning cases and exceptional client outcomes.
THE ROLE
You’ll take ownership of cases from inception through to completion, preparing complex suitability reports, undertaking detailed research and analysis, and providing technical input across investments, pensions, protection and tax planning.
You’ll also:
✔️ Work closely with Financial Planners on complex cases and strategy
✔️ Liaise directly with clients where required
✔️ Review and sign off junior paraplanning work
✔️ Coach and mentor junior team members
✔️ Contribute to process and workflow improvements
✔️ Maintain high regulatory and quality standards
✔️ Support the effective use of technology and financial planning systems
ABOUT YOU
We’re looking for an experienced Paraplanner with:
✔️ Strong technical financial planning knowledge
✔️ Experience managing complex cases independently
✔️ Excellent research, analytical and report-writing skills
✔️ Strong understanding of FCA requirements and regulatory change
✔️ Confidence engaging with Advisers, clients and senior stakeholders
✔️ A collaborative, continuous-improvement mindset
✔️ The ability to mentor and support junior colleagues
WHAT'S ON OFFER?
💷 Competitive salary & excellent benefits
🏡 Hybrid working | Winchester
💰 Non-contributory pension
📈 Genuine career development
🤝 Collaborative and supportive culture
🎯 Exposure to complex, high-quality financial planning work
If you're an experienced Senior Paraplanner looking for an opportunity where technical expertise, client outcomes and development genuinely matter, I'd love to hear from you.
📩 Exclusively represented by Phoenix Talent Partners.
Confidential enquiries welcome.
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