Senior Paraplanner for High-Net-Worth Planning

Orla Rose Associates

A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. Ideal candidates should have over 4 years of experience in...

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Senior Paraplanner for High-Net-Worth Planning

Orla Rose Associates

Updated 3 hours ago
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England 📅 2026-04-12

About this role

A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning. You will provide comprehensiv

About the Company

Orla Rose Associates is a financial planning firm dedicated to providing tailored solutions for high-net-worth clients in the UK.

Key Highlights

  • Requires over 4 years of paraplanning experience
  • Strong focus on pensions, investments, and estate planning
  • Opportunity to work with affluent clients
  • Collaborative environment within a skilled team
  • Career advancement potential in a growing firm

💡 Honest Take: This role is ideal for experienced paraplanners looking to specialise in high-net-worth planning, but it may require long hours and intense client demands.

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