Senior Paraplanner

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

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

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