Senior Paraplanner
Service Care Solutions
Location: East Riding of Yorkshire
Contract: Permanent
Salary: £40,000 - £50,000 per annum
Start Date: Flexible
*Hybrid Working*
Contact: (url removed)
Job Description
Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis.
This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team.
The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales.
Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues.
Key Responsibilities
- Prepare financial planning reports, suitability reports, and client letters.
- Carry out research using appropriate tools to support adviser recommendations.
- Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes.
- Obtain illustrations, valuations, and information from product providers.
- Review client files, including fact finds, adviser notes, product information, and supporting documentation.
- Support the training and onboarding of new team members.
- Provide guidance and technical support to Junior Paraplanners.
- Review team output, accuracy, and quality to ensure internal standards are maintained.
- Manage workload effectively and ensure deadlines are met.
- Deliver a professional and efficient service to clients, providers, advisers, and professional partners.
- Level 4 Diploma Qualified, ideally Chartered or working towards
- 3-5 years of Paraplanning experience as a minimum
- Previous experience mentoring, training, or supporting junior colleagues is desirable
- Strong technical knowledge across pensions, investments, protection, and financial planning.
- Excellent written and verbal communication skills.
- Strong attention to detail and the ability to produce accurate, high-quality work.
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
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