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Senior Paraplanner Jobs (NOW HIRING)

The Juris Agency

Paraplanner/Junior Planner

Ocala, FL · On-site

$55 - $75/hr

We are growing, and we are looking for a dedicated Paraplanner or Junior Planner to join our office ... Prepare comprehensive financial plans and retirement projections for our senior advisors. * Analyze ...

Noviwealth

$90 - $130/hr

We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning ... client advisory or paraplanner roles preferred) * Strong communication, analytical, and ...

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$65.4K

$99K

How much do senior paraplanner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for senior paraplanner in the United States is $65,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What is a senior paraplanner?

Senior Paraplanners are experienced financial professionals who support financial advisors by preparing and reviewing financial plans, conducting research, and ensuring compliance with regulations. They often mentor junior paraplanners, manage complex client cases, and play a key role in the advice process. Senior Paraplanners typically hold advanced qualifications and have in-depth knowledge of financial products, tax laws, and industry best practices. Their expertise allows advisors to spend more time with clients, knowing the technical aspects of planning are handled efficiently.

What are the key skills and qualifications needed to thrive as a senior paraplanner?

To thrive as a Senior Paraplanner, you need an in-depth understanding of financial planning, investment products, and regulatory compliance, often supported by qualifications such as the Diploma in Financial Planning (DipPFS) or Certified Financial Planner (CFP). Familiarity with financial planning software like Voyant or Truth, CRM systems, and advanced Excel skills is typically required. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for interpreting client needs and crafting clear reports. These abilities ensure the delivery of compliant, accurate, and client-focused financial advice in a high-responsibility role.

How does a senior paraplanner typically collaborate with financial advisors and other team members?

Senior Paraplanners work closely with financial advisors to prepare detailed financial reports, develop client strategies, and ensure compliance with regulations. They often act as a bridge between advisors and administrative staff, clarifying technical details and providing expertise on complex financial products. Regular meetings, case discussions, and collaborative problem-solving are common, making strong communication and teamwork skills essential. This collaborative environment helps ensure that client recommendations are both accurate and tailored to individual needs.

What is the difference between Senior Paraplanner vs Financial Advisor?

AspectSenior ParaplannerFinancial Advisor
CertificationsCFP, Diploma in Financial PlanningCFP, CFA, or other financial planning certifications
Work EnvironmentSupports financial advisors, prepares reports, researchProvides direct financial advice to clients, manages portfolios
Employer & Industry UsageFinancial planning firms, advisory practicesFinancial advisory firms, banks, independent practices

While both roles require financial planning certifications like CFP, Senior Paraplanners primarily support advisors by preparing reports and research, whereas Financial Advisors directly advise clients and manage their investments. The roles often overlap in industry and credentials but differ in client interaction and responsibilities.

How much does a senior paraplanner earn?

A senior paraplanner typically earns between £35,000 and £55,000 annually, depending on experience, location, and the size of the firm. They often hold professional qualifications such as the Diploma in Financial Planning and may have additional responsibilities like client advice and report writing.

Is senior paraplanning a stressful job?

Senior paraplanners often face pressure to meet deadlines and ensure accuracy in financial reports, which can contribute to stress. The role requires strong attention to detail, good time management, and the ability to handle complex client information, but workload and organizational support influence stress levels.
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Senior Paraplanner jobs near you
Infographic showing various Senior Paraplanner job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Senior Paraplanner

Transcend Practice Management

Columbus, OH • On-site

$110K - $130K/yr

Full-time

Posted 9 days ago

Job description

Senior Paraplanner

Location: Columbus, OH

Salary: $110,000 to $130,000 (based on experience)

Status: Full time, In office

As an award-winning full-service financial services firm, we are committed to understanding our clients' needs and providing advice beyond investments. We take pride in making each client's needs and goals our own, and we work to understand who they are as an individual and an investor. We take a comprehensive, customized approach for each client, aligning investment strategies with their needs and goals.

Our team offers education, advice, consultation, and discretionary portfolio management. Our knowledge and experience, combined with the firm's capabilities and resources, allow us to deliver high-quality services and financial solutions at every stage of life. We are also proud to support the communities where we live and work.

We are excited to hire a Senior Paraplanner with a strong record of financial planning and client service. This individual will be responsible for working directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.

The attributes we look for in a Senior Paraplanner include:

  • Possessing deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans
  • Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail.
  • Being thorough and a resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude.
  • Being comfortable collaborating with team members and other departments across the organization.
  • Ability to manage multiple high-touch projects simultaneously with precision and accuracy
  • Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuidePro)
  • Strong work ethic, aligned with the work ethic of the existing team
  • Sincere desire to serve clients and be an expert resource on their behalf
  • A long view of the opportunities presented by the firm, and the industry overall
  • Ability to run a client meeting from start to finish, with strong presentation skills
  • Commitment to continuous learning and professional development
  • Takes initiative and ownership across the full role, from logistics to process

As a Senior Paraplanner, in your new role, you can expect to:

  • Gather and analyze client data. Create financial plans
  • Participate in client meetings and deliver advice to clients
  • Profile clients to identify investment and lending needs. Coordinate delivery of investment, fiduciary, and lending solutions to meet those needs
  • Offer investment ideas based on firm research, team guidelines, and asset allocation strategies matched to each client's risk profile and objectives
  • Coordinate with team members to gather, file, and upload planning information into MoneyGuidePro
  • Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
  • Build full autonomy within six months. Reach out to clients directly and run client meetings independently
  • Support tax and estate planning work, including insurance gap analysis and beneficiary reviews

Qualifications for this opportunity include:

  • Bachelor's degree
  • Professional Licenses: CFP, Series 7, 63 and 65 (or 66) are required
  • Must obtain insurance license within 12 months of hire
  • 3 - 5 years of industry experience required
  • 3 - 5 years of financial planning experience required
  • Experience in tax analysis, retirement planning, and estate planning preferred
  • Knowledge of Regulation 72(t) plan distributions preferred
  • Knowledge of executive compensation plans (including RSUs, stock grants, etc.) preferred
  • Experience with MoneyGuidePro or eMoney required.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!