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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