Senior Paraplanner (Chartered) - London
Hybrid Working - 3 Days Office / 2 Days Home
Basic Salary: £65,000-£75,000
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 environmentClear 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.
