Senior Paraplanner

Role: Senior Paraplanner

Sector: Financial planning / HNW wealth management (paraplanning)

Location: Bradford-on-Avon, Wiltshire, UK

Employment type: [Permanent], full-time, hybrid working 3 days in 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