Paraplanner – Leading Independent IFA - London (Hybrid)
Location: London
Job Ref: US
Salary: £45,000–£47,000+
Work From Home option: Yes
Support 3 Advisers | Work with HNW & UHNW Clients | Exceptional Technical Development
Are you an experienced Level 4 qualified Paraplanner looking to step into a role where your technical ability is genuinely valued, developed and invested in?
Do you want to work for a market‑leading independent IFA with a reputation for excellence and a client base of high‑net‑worth and ultra‑high‑net‑worth individuals?
My client is a highly respected, fully independent wealth management firm in London who are expanding their Paraplanning team following an internal promotion. With a Senior Paraplanner moving into an Adviser role, they are now seeking a confident, capable Paraplanner to join a well‑structured pod supporting three Advisers, working closely alongside an experienced Financial Administrator.
Why This Role Stands Out
- Genuine technical mentorship — you’ll work directly with a highly technical senior figure who is known for elevating the skill set of every Paraplanner who joins the team.
- Clear progression pathways — whether you want to become a Senior Paraplanner or move toward advice in the future, this firm actively supports long‑term career development.
- High‑quality work — exposure to complex planning across investments, pensions, tax planning, trusts and bespoke wealth strategies for HNW/UHNW clients.
- Hybrid working — 3 days in the office during probation, then 2 days in the office thereafter.
What They’re Looking For
- Level 4 Diploma qualified (essential)
- 18 months to 2 years of current Paraplanning experience — this is not a hybrid admin/paraplanning role; they want someone already operating confidently at Paraplanner level
- Strong technical understanding across pensions, investments and holistic financial planning
- Someone who thrives in a collaborative pod structure and enjoys being a key support to multiple Advisers
- A proactive, detail‑driven individual who takes pride in producing high‑quality, compliant, client‑focused work
The Package
- £45,000–£47,000 (flexibility for someone with ~3 years’ strong Paraplanning experience)
- Discretionary bonus
- Full study support for further qualifications
- Hybrid working after probation
- Opportunity to work with one of London’s most respected independent firms
If you’re a Paraplanner who wants to grow, be challenged, and work at a genuinely high technical level, this is the role that will take your career up a gear.
To discuss further, please send your cv to ursulasloan@financialdivisions.co.uk