Senior Paraplanner — Multiple Locations (Hybrid)

About the Opportunity

AMG Search is delighted to be working with one of the UK’s leading wealth management firms to recruit Senior Paraplanners across multiple UK locations. This is an excellent opportunity for an experienced paraplanner looking to join a well-resourced, highly regarded business with a strong national presence.

Locations

Roles are available linked to the following offices:

• London
• Guildford
• Cambridge
• Birmingham
• Worcester
• Glasgow
• Edinburgh
• Newcastle

Please note that paraplanners do not need to be physically based in the same office as their planning team, giving genuine flexibility on location.

The Role

You will work closely with a team of Financial Planners, providing high quality paraplanning support across a broad range of client cases. The business has a strong infrastructure, excellent technical resource and a collaborative working culture.

Key Responsibilities

• Preparing high quality suitability reports and supporting documentation
• Conducting research and analysis across investments, pensions and retirement planning
• Working closely with Financial Planners to deliver outstanding client outcomes
• Contributing to the ongoing development of paraplanning best practice within the team

What We Are Looking For

• Proven experience as a paraplanner within a financial planning or wealth management environment
• Diploma in Financial Planning
• Strong technical knowledge across investments, pensions and retirement planning
• Excellent report writing skills and attention to detail
• Able to manage a varied workload efficiently and to a high standard

Salary and Package

• £40,000 to £50,000+ depending on experience
• Competitive benefits package
• Hybrid working arrangements

How to Apply

This role is being managed exclusively by AMG Search Ltd, specialist recruiters in UK financial services. To apply or find out more in strict confidence, please apply below.