Paraplanner - Chartered IFA Firm - London - £50k-£60k + Bonus + Study Support

Are you a technically astute Paraplanner with over 2 years' experience and Diploma qualification? Ready to elevate your career in a client-facing, high-impact role?

Join a prestigious independent Chartered IFA firm in London, known for its forward-thinking approach and exceptional client service. This is a rare opportunity to work one-on-one with a highly successful and dynamic adviser, supporting UHNW clients across pensions, investments, and inheritance tax planning.

What You'll Be Doing:

• Providing bespoke paraplanning support to a top-performing adviser
• Producing detailed reports and recommendations across pensions, investments, IHT, and tax planning
• Building strong relationships with UHNW clients in a client-facing capacity
• Collaborating within a high-performing, technically proficient team

What We're Looking For:

• Minimum 2 years' experience as a Paraplanner
• Diploma qualified (Level 4)
• Strong technical knowledge and attention to detail
• Confident communicator with client-facing experience
• Ambitious and proactive, with a desire to progress toward Chartered status

What's On Offer:

• Salary: £50,000-£60,000 + discretionary bonus
• Study support toward Chartered status
• Fully hybrid working: 1-2 days/week in London office
• Excellent benefits and a collaborative, professional culture

This role is ideal for a seasoned Paraplanner who thrives in a fast-paced, client-centric environment and is ready to take their career to the next level.

Please email your CV to Ursula Sloan at Financial Divisions