Senior Paraplanner

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner will play a key role in delivering exceptional, holistic, independent lifestyle financial planning services to complex, HNW clients, and will be instrumental in developing and implementing robust financial planning solutions. The successful Senior Paraplanner is likely to be Advanced Diploma qualified (APFS) and hold Chartered status or be qualified to this level of technical excellence through experience. We are keen to consider a career Paraplanner who would like to be involved in building and improving firm-wide processes as well as passing on this knowledge to junior team members, making a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly. MLP have been operating in Surrey for over 40 years, but with ambitious growth plans and a reputation for excellence, they have decided to expand into central London (London, SE1). The successful Senior Paraplanner will therefore be joining at an exciting time in the companys growth, with the opportunity to make a real impact on the newly established London office. Salary and Benefits: Salary up to 75,000 (dependant on experience) + bonus + generous pension + continued professional development (study assistance and support in obtaining Chartership/Fellowship) + 25 days holiday + bank holidays + private health care + flexible/hybrid working etc. The Company: MLP Wealth Management are a well-established, award winning, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. FT Adviser have recently listed them as one of the top 50 boutique Financial Adviser firms in the UK and they also rank as one of VouchedFors top rated Chartered Financial Planning firms. Two brothers took over the business three years ago, bringing with them ambitious goals and a vision to take the company to new heights. They have created a collaborative, close knit team culture, and provide a great place to work, where continuous improvement and career progression is prioritised and where feedback and input in the future direction of the business is encouraged. Senior Paraplanner, Responsibilities: Lead the ongoing review of client fact-finds, risk profiles, objectives, and existing arrangements. Build and oversee complex cashflow models and scenario analyses. Draft and review complex suitability reports, recommendation letters, and supporting documentation for complex cases. Provide technical guidance and mentoring to Paraplanners and Junior Paraplanners and support their continued professional development. Conduct and document due diligence on complex products (including VCT and Business Relief), investment solutions and platforms. Liaise with providers for in-depth research and relationship management. Ensure all documentation is FCA-compliant and audit-ready. Oversee and quality-check reports produced by other team members. Manage and improve companywide processes workflows on CRM systems. Create and Update documents and templates to enhance team efficiency. Respond to file checks and maintain accurate records and audit trails. Support ongoing client reviews, including portfolio rebalancing, fund switch recommendations, and technical queries. Senior Paraplanner, Skills and Experience: CII Level 6 Chartered status, or be qualified to this level of technical excellence, through experience. A minimum of 3 years Paraplanning experience. Expert technical knowledge of pensions, investments, protection, tax wrappers, and experience of working with HNW clients and complex financial products (VCT, BR, trust structures etc.). An aptitude for technology, with experience of cashflow modelling tools. Strong compliance focus and an in-depth knowledge of FCA regulations. Advanced written and verbal communication skills. High level of numeracy and analytical ability. Organisational and workflow management skills, with exceptional attention to detail. Collaborative team player with excellent stakeholder management skills. Dawn OShea is recruiting the Senior Paraplanner directly on behalf of MLP Wealth Management so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail. TPBN1_UKTJ

Created: 2026-05-03