{"id":2491789,"url":"https://alion.io/job/ircfs-senior-client-facing-paraplanner-chartered-financial-planning","title":"Senior Client-Facing Paraplanner - Chartered Financial Planning","company":{"id":4420582,"name":"IRCFS","domain":"ircfs.com","url":"https://alion.io/company/ircfs","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wilmslow, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55000,"max":70000,"currency":"GBP","period":"year","gross":null,"usd_annual":92700},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-14T03:01:17Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-02T08:45:48Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"description":"Senior Client-Facing Paraplanner | Chartered Financial Planning | Hybrid\nLocation: Wilmslow, Cheshire (Hybrid)\nOur client, a highly respected Chartered and independent financial planning firm, is seeking an experienced Senior Client-Facing Paraplanner to join its growing technical team.\nThis is not a traditional paraplanning position.\nIt's a genuinely hybrid role that combines high-level technical financial planning with direct client engagement, making it ideal for an experienced paraplanner who enjoys working closely with clients but wishes to continue developing within a senior technical career rather than moving into a Financial Planner role.\nThe Opportunity\nYou'll work alongside senior Financial Planners, supporting high-net-worth and ultra-high-net-worth clients with sophisticated financial planning strategies while taking ownership of client relationships throughout the advice journey.\nThis is an accelerated senior technical position offering significant responsibility, client interaction, and the opportunity to become a trusted adviser within the planning process-without sacrificing your technical specialism.\nThe successful candidate will:\nAttend client meetings alongside Financial Planners\nBuild strong, long-term relationships with a portfolio of clients\nSupport the design and implementation of complex financial planning strategies\nProduce high-quality suitability reports and technical recommendations\nConduct investment, pension and protection research\nHelp manage substantial client portfolios\nTake ownership of recommendations through to implementation\nMentor and support junior paraplanners\nBecome a recognised technical expert within the business\nAbout You\nWe're looking for someone who:\nHolds the Level 4 Diploma in Regulated Financial Planning as a minimum\nIs Chartered or actively working towards Chartered status (highly desirable)\nHas at least five years' experience within financial planning or paraplanning\nEnjoys working directly with clients and building trusted relationships\nHas strong technical knowledge across pensions, investments, retirement and tax planning\nIs proactive, commercially aware and highly organised\nWants to develop as a senior technical specialist rather than using paraplanning purely as a route into financial advice\nEnjoys mentoring others and contributing to a collaborative team culture\nWhat's on Offer\nCompetitive salary up to £70,000 for Chartered professionals\nHybrid working with flexibility around client commitments\nComprehensive support towards further professional qualifications\nPaid study leave and funded exams\nAnnual bonus\nPension\nIncome protection\nDeath in service cover\nExcellent holiday allowance\nGenuine long-term career progression within a market-leading Chartered practice\nSupportive, collaborative culture focused on technical excellence and client outcomes\nLocation\nThis hybrid opportunity is based in the Wilmslow area. As office attendance is largely driven by client meetings, applicants should ideally live within approximately 45 minutes of the office.\nWhy Apply?\nOpportunities like this are rare.\nIf you're an experienced paraplanner who enjoys being client-facing, thrives on solving complex planning challenges, and wants to build a long-term career as a senior technical specialist within a high-quality Chartered firm, this role offers the perfect balance of technical excellence, client interaction, and career progression.\nFor a confidential discussion or to apply, please contact Maria at International Recruiters Connecting Financial Specialists (IRCFS). 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