Senior Paraplanner

4 Days Old

Senior Paraplanner – Technical Pensions Specialist London Up to £70,000 Independent Wealth management firm Are you a technically-minded paraplanner with deep pensions expertise, looking to step into a pivotal role within a collaborative and forward-thinking firm? Our client, a highly respected independent wealth management firm based in London, is seeking a Senior Paraplanner to support at director level on complex and technical cases. This is a key strategic hire—offering real influence, excellent progression, and the chance to work closely with senior leadership on high-value client work. What You’ll Be Doing • Providing expert technical support across DB and DC pensions, including SSAS and SIPPs • Collaborating directly with directors on intricate planning scenarios • Playing a central role in shaping client outcomes and internal strategy • Contributing to a culture of excellence and innovation What We’re Looking For • Proven experience in pensions-focused paraplanning • Strong knowledge of SSAS, SIPPs, DB and DC schemes • Working towards Chartered Financial Planner status (or already chartered) • A detail-oriented, proactive mindset with a passion for technical accuracy Why Join? • Salary up to £70,000 depending on experience • Clear progress...
Location:
London
Category:
Accounting & Finance

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