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Open nowFirst seen 6 days ago

Chartered Senior Paraplanner

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
Wilmslow, United Kingdom
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Your applicationOpen nowChartered Senior ParaplannerInternational Recruiters - Connecting Financial Specialists Limited · Wilmslow, United Kingdom

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

Chartered Senior Paraplanner | Wilmslow | Hybrid Working

A Rare Opportunity to Join a Prestigious UHNW Boutique Wealth Management Firm

My client, a highly respected boutique wealth management firm, is seeking an exceptional Chartered Senior Paraplanner to join its growing team based in Wilmslow.

This is far more than a traditional paraplanning role.

Working closely with senior advisers and the firm's leadership team, you'll play an integral role in delivering sophisticated financial planning solutions for High-Net-Worth and Ultra High-Net-Worth clients. This is a genuinely client-facingposition, giving you the opportunity to attend client meetings, build trusted relationships, and contribute to complex financial planning strategies.

If you're looking to move beyond technical report writing and become a valued part of the advisory process, this is an exceptional opportunity.

What's on Offer?

  • Join a highly respected boutique wealth management firm
  • Chartered Senior Paraplanner position
  • Client-facing role with genuine adviser interaction
  • Exposure to High-Net-Worth & Ultra High-Net-Worth clients
  • Complex technical financial planning work
  • Hybrid working based in Wilmslow
  • Competitive salary and bonus package
  • Long-term career progression within a growing business
  • Collaborative, professional and supportive working environment

The Ideal Candidate Will Have:

  • Chartered status (or be very close to achieving Chartered status)
  • Significant experience as a Senior Paraplanner within a UK financial planning or wealth management firm
  • Exceptional technical knowledge across pensions, investments, tax and estate planning
  • Experience supporting advisers with complex financial planning cases
  • Confidence attending and contributing to client meetings
  • Outstanding report writing, analytical and problem-solving skills
  • Excellent communication skills with a client-first approach
  • Meticulous attention to detail and a passion for delivering exceptional client outcomes

This opportunity is ideal for a Chartered Senior Paraplanner who enjoys operating at the highest technical level while building meaningful relationships with clients. If you're looking to join a boutique firm where quality, collaboration and client service are genuinely valued, I'd love to hear from you.

All applications and enquiries will be handled in the strictest confidence.

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