A growing and client-focused financial planning firm is seeking a Senior Technical Paraplanner to take ownership of the technical output within the firm. This role is ideal for an experienced paraplanner who thrives on providing high-level technical support and leading a team. What’s on Offer? A competitive salary package Regular salary reviews Discretionary bonus structure 25 days Holiday Bank Holidays Option to buy more holidays Flexible working Genuine career development Company Pension Full study support to Chartered qualifications Discounted services including mortgage advice Social events and charity events Key Responsibilities will include: Act as the 'go-to’ person for technical queries within the team Support and mentor less experienced team members Monitor and update financial planning tools, research software, and calculators Develop and implement advice strategies, including cash flow modelling, retirement planning, and tax-efficient investing Ensure the quality and compliance of all financial advice delivered Conduct due diligence, research, and investment analysis Prepare suitability reports and client presentations Oversee provider illustrations, applications, and investment information Monitor client objectives and business pipelines What do we need from you? A minimum of 5 years of experience in paraplanning Strong knowledge of holistic financial planning, including pensions, investments, and inheritance tax planning Excellent analytical and communication skills Chartered or working towards Chartered status would be of most interest, but the Level 4 Diploma is essential Experience in training and supervising other team members (desired) This is an exciting opportunity for a senior paraplanner looking to take the next step in their career and play a crucial role in a firm’s technical and advisory services. If you are interested, please apply now or get in touch for more details quoting NJR15666 fin