Senior Paraplanner

Legal & General

📍 Solihull, England, United Kingdom 💼 Permanent 🕒 Posted June 23, 2026

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Job Description

Job Description
Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d love to hear from you.What you'll be doing:Assessing the suitability of financial advice against customer needs and regulatory standards
Producing high-quality suitability reports and conducting technical research
Mentoring paraplanners and supporting their development
Leading improvements to advice workflows and client journeys
Ensuring documentation and advice meet compliance and governance standards
Collaborating with advisers, compliance, and operations teams
Explaining advice recommendations clearly and fairly to custome...
            

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Job Details

Location Solihull, England
Job Type Permanent
Category Business Operations Specialists
Posted Date June 23, 2026
Application Deadline August 02, 2026