Diploma-Qualified Technical Paraplanner | Chartered IFA Firm | Central London (Hybrid - 4 Days/Month)
Join a prestigious, Chartered Independent Financial Advisory firm based in Central London, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight.
Salary up to £56,000 per annum (depending on experience)
As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We’re looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice.
Key Responsibilities
- As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for:
- Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT
- Conducting detailed technical research and analysis to support complex advice recommendations
- Liaising with advisers and administrators to ensure seamless client service
- Preparing cashflow modelling using industry-standard tools
- Ensuring all reports and recommendations align with FCA compliance requirements
Requirements
We are looking for a Paraplanner who brings both depth of knowledge and attention to detail:
- Diploma in Regulated Financial Planning (Level 4 minimum)
- Experience in a paraplanning role within an IFA or Wealth Management firm
- Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London
- Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts
- Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc
- Excellent written communication and analytical skills
Benefits
- Salary up to £56,000 per annum (depending on experience)
- Hybrid working – just 4 office days/month in Central London
- 25 days holiday + bank holidays
- Company pension scheme
- Support with further qualifications (e.g., Chartered status)
- Inclusive, supportive working culture in a Chartered environment
How to Apply
If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we’d love to hear from you.