Senior Paraplanner

Closing date: Monday 2 March 2026

We are seeking a Senior Paraplanner to join our professional team in Berwick upon Tweed.

Job Type: Full-time, 37 hours per week. Permanent

Greaves West & Ayre Wealth Management, part of Greaves West & Ayre Chartered Accountants, is regulated by the FCA and ranked among the FT Adviser Top 100 firms. We deliver holistic, independent financial advice to a diverse and growing client base.

As part of our continued expansion, we are seeking a Senior Paraplanner to join our professional team. This is an excellent opportunity for an experienced individual to lead technical support, mentor others, and contribute to the development of our paraplanning function.

Individual Responsibilities

• Deliver high-quality, compliant technical support to advisers, including suitability reports, research, and cashflow modelling.
• Manage complex and high-value cases independently, applying advanced technical knowledge and judgment.
• Act as a point of reference for technical queries, ensuring consistency and accuracy.
• Contribute to paraplanning templates, guidance notes, and best practice materials.
• Mentor and support junior paraplanners through informal guidance and collaboration.
• Ensure all outputs meet FCA and internal compliance requirements, liaising with Compliance as needed.
• Maintain accurate records and adhere to SM&CR and internal systems.
• Collaborate with advisers, Client Services, and Compliance to progress cases efficiently.
• Identify and escalate risks, breaches, or quality concerns promptly.
• Participate in internal improvement initiatives to enhance team performance and client outcomes.
• Complete timesheets daily and submit by working day 1 of the following week.
• Maintain personal CPD records in line with professional body and internal requirements.

Skills & Experience

• Level 4 Diploma in Regulated Financial Planning (required); Chartered status desirable.
• Significant experience in a paraplanning role within an IFA or wealth management environment.
• Strong knowledge of FCA regulations (COBS, TCF) and advice standards.
• Deep understanding of financial planning processes and product suitability.
• Excellent written and verbal communication skills, including report drafting.
• Ability to assess cases critically and provide clear, reasoned input.
• Team-oriented with a proactive approach to shared objectives.
• Proficient in financial planning tools (e.g., Voyant) and CRM systems (e.g., Xplan).

Key Behaviours

• Accountability: Complete assigned tasks promptly and to the highest standard.
• Communication: Communicate clearly and concisely; actively listen and engage effectively.
• Collaboration: Work as part of a team and build positive relationships across departments.
• Professionalism: Demonstrate respect, punctuality, and integrity in all interactions.
• Support & Mentorship: Guide junior team members and share technical expertise.
• Continuous Improvement: Identify opportunities to enhance processes and lead by example.
• Adaptability: Embrace change and respond effectively to industry, technology, and client needs.
• Professional Development: Promote a culture of learning and stay abreast of industry trends.

Performance Indicators

• Outputs are technically robust, compliant, and delivered within agreed timeframes.
• High adviser satisfaction with quality and clarity of technical support.
• Minimal rework or compliance issues identified through file reviews.
• Demonstrates initiative and leadership in improving processes and resources.
• Provides effective technical input and informal guidance to support team development.
• Risks and concerns escalated promptly and appropriately.
• Timesheets and CPD records maintained accurately and on time.

What You Can Expect

• A collaborative and supportive working environment.
• Competitive salary package based on experience and qualifications.
• 32 days annual leave (including public holidays), rising to 35 with long service.
• Life cover (3x annual salary).
• Employee rewards and wellbeing schemes.
• Optional private healthcare.
• Ongoing professional development and CPD support.
• Regular social activities and team events.

Interested?

If you’re passionate about delivering exceptional financial planning support and want to join a firm that values integrity, independence, and long-term client relationships, we’d love to hear from you.

Apply now by sending your CV and cover letter to Phil Groom at p.groom@gwayre.co.uk.

Closing date: Monday 2 March 2026