Senior/Technical Paraplanner Vacancies - Canaccord Wealth (Nationwide)
Canaccord Wealth are seeking experienced Senior and Technical Paraplanners to play a key role in supporting our Wealth Planners and delivering outstanding client outcomes. This role involves conducting in‑depth research across pensions, life insurance, tax planning, and investment management to enable holistic financial advice. It also involves preparing client‑centric suitability reports and documentation, ensuring full compliance with company processes and regulatory standards.
Requirements:
-Proven experience delivering first‑class paraplanning services, including complex financial planning advice
-Strong knowledge across investments, pensions, and protection
-RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
-Studying towards Advanced Diploma & Chartered Financial Planner status (desirable)
We have Paraplanning teams situated in the following locations: London, Birmingham, Glasgow, Guildford, Newcastle and Worcester
We offer a competitive salary and benefits package, plus development opportunities. Please drop me an email for further details: catherine.lake@canaccord.com