Senior Paraplanner

About the role

You will operate at the heart of our paraplanning engine, owning the end-to-end production of complex technical reports that underpin client advice decisions. This position demands a meticulous thinker who can dissect intricate financial scenarios and translate them into coherent, regulation‑compliant narratives. You will be the critical quality gate for report accuracy, ensuring every calculation, citation, and recommendation aligns with our strict compliance standards. The role places you at the intersection of technical rigour and client empathy, where your work directly shapes the suitability of advice delivered to businesses and their employees. You will collaborate daily with our advisory team, providing the technical backbone that allows them to focus on relationship management and strategic guidance. This is a hands-on technical role where your analytical discipline will safeguard the integrity of our planning process. If you thrive in an environment where precision, process improvement, and clear communication are paramount, this is the role for you.

Key facts

What you'll do

Conduct in-depth technical analysis of client data to identify objectives, constraints, and risk tolerances, transforming raw information into structured planning insights.

Produce comprehensive suitability reports and financial plans that communicate complex concepts in clear, jargon‑free language for client consumption.

Own the maintenance and enhancement of our core report templates and calculation models, implementing updates to reflect regulatory changes and business evolution.

Perform detailed fact‑find reviews in partnership with paraplanners and advisers, ensuring documentation is complete, accurate, and audit‑ready before submission.

Execute robust scenario testing and sensitivity analysis, evaluating the impact of market shifts, tax changes, and life events on long‑term client strategies.

Liaise directly with internal stakeholders to clarify requirements, challenge assumptions, and validate that deliverables meet both technical standards and client expectations.

Champion data integrity by verifying source inputs, reconciling figures, and resolving discrepancies across multiple datasets and platforms.

Support the continuous improvement of our paraplanning methodology by documenting best practices, refining workflows, and sharing knowledge with associate team members.

Act as the technical expert within the Basingstoke hub, providing guidance and quality assurance to less experienced team members on complex cases.

Monitor emerging regulatory developments and industry trends, adapting report content and processes to ensure ongoing compliance and relevance.

Contribute to the development of client proposals and presentations, ensuring technical narratives are consistent, compelling, and aligned with business objectives.

Take ownership of your workload pipeline, prioritising tasks against deadlines to maintain high standards of delivery without compromising on depth or accuracy.

Requirements

You will hold a recognised Level 4 qualification in Paraplanner studies or an equivalent professional certification relevant to financial planning.

You must possess a proven track record of producing high‑quality technical reports and suitability documentation in a regulated environment.

You should have a solid understanding of UK financial regulations, including FCA rules, and how they impact the delivery of advice and planning outcomes.

You need demonstrable experience working with financial planning software and report writing tools, with the ability to quickly master new systems as required.

You must have strong numeracy skills, enabling you to interpret data, perform calculations, and verify figures with a high degree of accuracy.

You should be comfortable working with complex datasets and have experience in maintaining the integrity of information across multiple sources.

You must exhibit excellent written and verbal communication skills, with the ability to explain technical concepts to non‑specialist audiences.

You need to be highly organised, with the ability to manage multiple deadlines and competing priorities in a fast‑paced environment.

Nice to have

Experience within the wealth management or financial advice sector, particularly within a firm operating under FCA regulation.

Familiarity with private equity‑backed or rapidly scaling professional services businesses and their operational dynamics.

Experience supporting associate paraplanners or mentoring colleagues on technical and procedural matters.

An understanding of modular service delivery and how incremental product offerings can be structured to meet evolving client needs.

Practical notes

This is a full‑time, permanent position based in our Basingstoke office.

The role operates within a flexible hybrid working pattern, balancing remote and in‑office collaboration.

Candidates must be able to commit to the location and schedule as outlined during the recruitment process.

The position is covered by standard UK employment terms and conditions as applicable to permanent staff.