Job at a glance
Role: Senior Paraplanner Sector: Financial planning / HNW wealth management (paraplanning) Location: Bradford-on-Avon, Wiltshire, UK Employment type: [Permanent] , full-time, hybrid working 3 dayasin the office and 3 from home. Salary: Competitive, up to £65,000 Employer: A small, independent, manager-owned wealth management practice serving HNW and UHNW private clients Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients.
Responsibilities include producing detailed financial plans and cash-flow analysis, managing client-facing communications, supporting fund reviews and portfolio monitoring, and maintaining compliance documentation. Requires paraplanning experience across investments and pensions, a strong technical foundation in pensions, investments and tax planning, and DipPFS/DipFP or progress towards these qualifications.
This is a manager-owned practice — the founders and principals are present, accessible and invested in building a great place to work. You'll experience: Investment in your development: time and support for professional qualifications and technical training A client-first culture: no sales target pressure, no rushed work — quality always comes first Real autonomy: you'll be trusted to own your work and contribute ideas HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients A small, stable team: close working relationships, genuine collaboration, no corporate churn Full administration support and flexible working arrangements Who we're looking for Experience of paraplanning handling investments and pensions Strong technical foundation in pensions, investments and tax planning Meticulous with detail and client communication — this role is built on precision and clarity Comfortable working independently and collaboratively, taking ownership of your workload Genuine interest in client outcomes and wealth planning as a discipline, not just process DipPFS, DipFP