Senior Paraplanner

Senior Paraplanner (Chartered) – London

Hybrid Working – 3 Days Office / 2 Days Home

Basic Salary: £65,000

Are you a Chartered Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment?

We\’re working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes.

The Role

As a Senior Paraplanner, you will work closely with Financial Planners, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role – you\’ll be heavily involved in complex planning and high-net-worth strategies.

Key Requirements

• Chartered status (essential)
• Minimum 5 years\’ experience as a Senior Paraplanner within an Independent IFA firm
• Strong technical expertise in:
• Venture Capital Trusts (VCTs)
• Enterprise Investment Schemes (EIS)
• Business Relief
• Complex tax planning
• Pensions & investment strategies
• Experience dealing with high-net-worth clients
• Ability to work independently while supporting Advisers at a senior level

What\’s on Offer

• £65,000-£70,000 basic salary
• Hybrid working (3 days office / 2 days home)
• High-quality, technically challenging work
• Supportive, professional environment
• Clear long-term career progression

This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team.

If you\’d like to have a confidential discussion, please get in touch.