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.
Senior Paraplanner, HNW Planning & Investment
Laithwaite Financial Services Ltd
Updated 11 hours agoYou'll be redirected to uk.talent.com
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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