Senior Paraplanner

Senior Paraplanner – Meriden Office (CV7)Up to £45,000 Hybrid Working Professional Development Our partner is a thriving, independent financial planning firm, part of a wider group, known for being client-focused and growth-oriented. They’re looking for a Senior Paraplanner to join their expanding team in Meriden. If you’re a Diploma-qualified paraplanner with 3+ years’ experience ready to step up, take on more responsibility, and work alongside expert Financial Planners on a variety of technical cases, this could be the perfect next move. What’s on offer:

• Competitive salary up to £45,000 (depending on experience)
• 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5
• Support to progress professional qualifications
• Hybrid working: up to 2 days remote per week
• Standard working hours: Mon-Fri, 9am-5pm with 1-hour lunch

What you’ll do:

• Deliver high-quality paraplanning support to Financial Planners
• Prepare detailed, accurate suitability reports and conduct in-depth research & analysis
• Liaise with clients and providers to maintain outstanding service levels
• Handle complex technical queries and planning cases
• Mentor junior team members and contribute to process improvements

What you’ll need:

• Minimum 3-4 years’ paraplanning experience
• Level 4 Diploma (essential), ideally progressing towards Chartered status
• Strong technical knowledge across pensions, investments, and protection
• Exceptional attention to detail and the ability to explain complex advice clearly

Why join?You’ll become part of a firm that values long-term client relationships and invests in its people. Here, you’ll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.