Be the Strategic Backbone Behind Financial Planning Excellence This is an exciting opportunity for an experienced Paraplanner ready to step into a senior, hands-on technical management role within a highly respected Chartered Wealth Management firm. The business is known for its integrity-led approach, family-centric values, and exceptional standard of client care. With strong succession planning and clear growth ambitions, this is a standout opportunity for a detail-driven professional who thrives on precision, mentorship, and collaboration. Company Overview Operating at Chartered status and independently owned, the firm combines traditional values with modern practices. The team works closely with clients to provide holistic financial planning across pensions, investments, tax planning, and estate strategies. Known for cultivating a warm, respectful culture, this is a firm where voices are heard, and careers are nurtured. Responsibilities Lead and manage the Paraplanning function, including internal staff and external paraplanning providers.

Provide technical and research support to Financial Planners, ensuring high-quality advice delivery.

Prepare detailed cashflow models and financial reports tailored to client objectives.

Write bespoke Suitability Letters and ensure all regulatory documentation is included.

Ensure paraplanning output meets the firm’...