Senior Chartered Paraplanner - London Hybrid - Salary up to £85k + Excellent Benefits

Are you ready to take the next step in your paraplanning career?This is your chance to join an exceptional IFA firm in London and play a key role in their ambitious growth plans, working alongside the Director to provide top-tier technical expertise to Ultra-High-Net-Worth (UHNW) clients with portfolios of £5m+. With a competitive salary of up to £85k and an array of benefits, this is an opportunity you won’t want to miss.

Why This Role is the Perfect Opportunity for You:

• £85k Salary + Excellent Benefits: Competitive compensation package that reflects your expertise, alongside fantastic benefits to support your career and lifestyle.
• Work with UHNW Clients: Manage complex and high-value cases, formulating bespoke financial advice across pensions, investments, estate planning, and tax planning.
• Technical Excellence: Use your skills in Voyant for cash flow modelling and be the driving force behind research and recommendations that support clients in achieving their financial goals.
• Impactful Role: You’ll be working directly with the Director, helping to shape the firm’s presence in a highly niche market, while growing and diversifying your expertise.
• Growth Potential: As the company expands, you will have the opportunity to advance in your career, with potential paths into advising or management.
• Collaborative & Ethical Culture: Join a team that values strong communication, integrity, and a client-focused approach, offering a supportive and inclusive working environment.
• Hybrid Working: Enjoy a balance between office collaboration and flexibility with hybrid working options.

What We’re Looking For:

• Chartered Paraplanner with 5+ years of experience in a client-facing, technical paraplanning role.
• Strong knowledge of pensions, investments, estate planning, and tax planning.
• Skilled in using Voyant for cash flow modelling and producing high-quality recommendations.
• Excellent communication skills and an ability to build strong client relationships.
• A passionate, growth-oriented individual who is eager to contribute to a firm’s success and their own personal development.

This is an incredible opportunity to join a fast-growing firm with big ambitions and an even bigger future. If you're looking for a rewarding role where your technical skills are valued and your career can thrive, this is the place to be.

Interested? Let’s have a confidential chat about how this role can elevate your career.

Contact Laura at Financial Divisions to find out more.

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