Senior Paraplanner, HNW Planning & Investment

Laithwaite Financial Services Ltd

Join Laithwaite Financial Services as a Senior Paraplanner, working closely with advisers to analyse financial cases and create suitability reports.

Last checked on September 19, 2026. We may earn a commission when you click through.

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✓ Opportunity to work with high-net-worth clients ✓ Development of specialised financial skills ✓ Supportive team environment

Senior Paraplanner, HNW Planning & Investment

Laithwaite Financial Services Ltd

Updated 11 hours ago
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Woking 📅 2026-04-12

This position is ideal for experienced paraplanners looking to deepen their expertise in high-net-worth financial planning. However, the absence of disclosed salary may deter some applicants.

About this role

Join Laithwaite Financial Services as a Senior Paraplanner, working closely with advisers to analyse financial cases and create suitability reports.

About the Company

Laithwaite Financial Services Ltd is a dynamic financial advisory firm specialising in high-net-worth planning and investment analysis.

Key Highlights

  • Collaborate with financial advisers
  • Analyse complex financial cases
  • Prepare detailed suitability reports
  • Minimum Level 4 Diploma in Financial Planning required
  • At least two years of relevant experience necessary

💡 Honest Take: While the role offers valuable experience in high-net-worth planning, the lack of salary transparency can be a red flag for some candidates. Expect a competitive environment where adaptability is key.

Pros

  • Opportunity to work with high-net-worth clients
  • Development of specialised financial skills
  • Supportive team environment

Cons

  • Salary not disclosed
  • Requires significant experience
  • Fast-paced and demanding workload

Best For: Financial professionals with a Level 4 Diploma in Financial Planning and at least two years of paraplanning experience.

Watch Out: Salary details are not disclosed, which may lead to uncertainty during negotiations.

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Expert Review

This role at Laithwaite Financial Services presents a significant opportunity for growth in high-net-worth financial planning. The position requires a solid foundation, particularly a Level 4 Diploma in Financial Planning. Candidates must also possess at least two years of relevant experience, ensuring that only qualified individuals will thrive.

We noted that the company has a dynamic work culture, which can be appealing. However, prospective applicants should be prepared for a competitive atmosphere where adaptability and quick decision-making are crucial. The job also demands attention to detail, especially when preparing suitability reports.

Despite the attractive aspects of working with high-net-worth clients, the absence of salary information is concerning. Applicants might find themselves in a situation where expectations do not align with compensation. For those who prioritise salary transparency, this .

More details can be found on their official site at Laithwaite Financial Services.

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