Job description
Senior Technical Paraplanner – Route to Adviser | London | Up to £70,000 + Excellent Benefits | Hybrid
My client, an independent IFA firm in London, is seeking a career-driven Technical Paraplanner who wants more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an Adviser.
In this role, you will:
• Work closely with a Senior Adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals
• Sit in on client meetings and support client relationships
• Produce bespoke, high-quality technical suitability reports
• Conduct deep research and build recommendations
• Contribute to portfolio construction
• Run meaningful cashflow modelling
• Progress toward an Adviser role with full support
We are looking for candidates with:
• 4–5+ years' experience as a Technical Paraplanner
• Chartered status, or actively working towards it
• Ambition, proactivity, and readiness for the next step
Salary up to £70,000 plus excellent benefits and hybrid working in London.
If you're ready to step into a role that recognises your expertise and accelerates your career, let's talk.
Contact Jo at Financial Divisions.