Senior Paraplanner – London – Hybrid – Salary up to £70k

Senior Paraplanner – London – Hybrid – Salary up to £70k

My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in build lasting partnerships with their clients—working closely with them to help realise their financial goals and long-term ambitions.

My client is looking for an experienced Senior Paraplanner to join their close‑knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client‑facing role focused on delivering high‑quality, compliant financial planning services with scope for progression into an Adviser role in the future.Your Role Includes

• Drafting suitability reports (templated and non‑templated)
• Providing technical research across financial planning and investments
• Attending client meetings (if requested) and drafting follow‑up notes
• Preparing valuations, review packs, and supporting client communications
• Managing pipeline business and liaising with providers and admin teams
• Supporting portfolio reviews and cash flow planning projects
• Responding to client queries efficiently and professionally

What You’ll Bring

• Minimum 3 years’ experience in a similar role
• Diploma in Regulated Financial Planning (CII Level 4 or equivalent)
• Working towards Advanced Diploma (Level 6)
• Solid understanding of financial services, tax planning, and FCA conduct rules
• Excellent written, verbal and interpersonal skills
• A proactive mindset, attention to detail and a positive team spirit

Benefits and Opportunities

• Structured career pathway—advance into an adviser role
• Exposure to complex planning scenarios and portfolio research
• Ongoing training and professional development
• Collaborative and respectful office culture
• Opportunity to work in a prestigious location alongside top‑tier professionals

Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.