⭐️ Senior Paraplanner

London (Hybrid)

Very competitive salary

Are you an experienced Paraplanner, ideally Chartered or working towards Chartered status, looking to join a highly respected and forward-thinking IFA firm in the heart of London?

Our client is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking a detail-oriented and technically strong Paraplanner to join their close-knit and professional team.

Key Responsibilities:

• Support the Financial Planners in delivering holistic financial advice across pensions, investments, tax planning, and protection
• Conduct detailed research and analysis to prepare compliant, accurate suitability reports
• Liaise with providers, clients, and other stakeholders to ensure efficient implementation of recommendations
• Maintain up-to-date knowledge of financial planning, legislation, and compliance standards
• Play a proactive role in client strategy meetings and case discussions

What We’re Looking For:

• Minimum of Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered status preferred or actively working towards
• Solid experience in a paraplanning role within an IFA environment
• Strong understanding of pensions, investments, and tax planning
• Proficient in using financial planning software (ideally Voyant)

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.