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Senior Paraplanner – Meriden Office (CV7)
Up to £45,000 | Hybrid Working | Professional Development
 
Our partner is a thriving, independent financial planning firm, part of a wider group, known for being client-focused and growth-oriented. They’re looking for a Senior Paraplanner to join their expanding team in Meriden.
 
If you’re a Diploma-qualified paraplanner with 3+ years’ experience ready to step up, take on more responsibility, and work alongside expert Financial Planners on a variety of technical cases, this could be the perfect next move.
 
What’s on offer:

Competitive salary up to £45,000 (depending on experience)
28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5
Support to progress professional qualifications
Hybrid working: up to 2 days remote per week
Standard working hours: Mon–Fri, 9am–5pm with 1-hour lunch  
What you’ll do:

Deliver high-quality paraplanning support to Financial Planners
Prepare detailed, accurate suitability reports and conduct in-depth research & analysis
Liaise with clients and providers to maintain outstanding service levels
Handle complex technical queries and planning cases
Mentor junior team members and contribute to process improvements  
What you’ll need:

Minimum 3-4 years’ paraplanning experience
Level 4 Diploma (essential), ideally progressing towards Chartered status
Strong technical knowledge across pensions, investments, and protection
Exceptional attention to detail and the ability to explain complex advice clearly  
Why join?
You’ll become part of a firm that values long-term client relationships and invests in its people. Here, you’ll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team