Elevate Your Paraplanning Career with a Leading UK Wealth Management Firm Location: Weybridge | Hybrid Working | Competitive Salary Excellent Benefits Are you an experienced Senior Paraplanner looking to make a meaningful impact in a supportive, forward-thinking environment? Join a dynamic, nationally recognised wealth management practice where you'll be empowered to work on complex cases, develop your expertise, and shape the future of financial advice. Why This Role Stands Out: Work on complex, high-net-worth cases alongside top-tier Private Wealth Partners Be part of a tight-knit team that values collaboration, mentorship, and shared success Help shape the development of paraplanning processes, while mentoring junior colleagues Join a firm with Investors in People Platinum Accreditation, where your growth is our priority What’s In It For You: 25 days annual leave (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance – up to 4x salary Income protection – 75% of salary in the event of long-term sickness Access to in-house financial advice Hybrid working to support work-life balance Plus: childcare vouchers, season ticket loans, high street discounts, and more Your Day-to-Day Responsibilities: Craft tailored recommendation and strategy reports under a restricted advice model Deliver advanced cash flow modelling and research for complex financial planning cases Provide progress updates to Partners, helping them manage client expectations seamlessly Support the Practice Manager with team training and process improvement initiatives Handle pre-approval compliance tasks and assist with strategic project work What You’ll Bring: Level 4 qualified (Diploma in Regulated Financial Planning or equivalent) – Chartered status is a bonus Proven experience in a Senior Paraplanner role within a wealth management or IFA setting Expertise in advanced financial planning, cashflow modelling, and holistic report writing Strong communication and interpersonal skills with a keen eye for detail Confident juggling multiple priorities and mentoring others in a team environment Join a Culture That Puts People First You'll be part of a firm that’s built on stakeholder values, trust, and a commitment to excellence. With over 120 advisers and a support network across 8 offices nationwide, this is a business that’s large enough to offer real progression—yet small enough for your voice to be heard. Ready to take your career to the next level? Apply now and be part of a firm where your expertise will be truly valued.