Senior Paraplanner

ScreenedHybridJust posted
London
£70,000
Posted 1 day ago
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About the role

Senior Paraplanner

Salary up to £70k + excellent benefits + hybrid working (London).Are you a paraplanner ready to step into the role you know you’ve earned? My client, an independent IFA firm in London, is seeking a career-driven technical paraplanner who desires more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an adviser.

In this role, you will:

- Work closely with a senior adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals.

- Sit in client meetings and support client relationships.

- Produce bespoke, high-quality technical suitability reports.

- Conduct deep research and build recommendations.

- Contribute to portfolio construction.

- Run meaningful cashflow modelling.

- Progress toward an adviser role with full support.

We are looking for candidates with:

- 4–5+ years’ experience as a technical paraplanner.

- Chartered status or actively working towards it.

- Ambition, proactivity, and readiness for the next step.

If you’re ready to step into a role that recognises your expertise and accelerates your career, let’s talk. Email ursulasloan@financialdivisions.co.uk

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