Senior Chartered Paraplanner – Hybrid London

About the role

We are seeking a Chartered Senior Paraplanner to join a respected Independent Financial Advisory firm in London. The role offers a hybrid working model – three days in the office and two days remote – and focuses on delivering technically sophisticated wealth‑management solutions for high‑net‑worth clients.

Key responsibilities

• Provide detailed technical support to Financial Planners across a broad range of wealth‑management areas.
• Develop and execute complex planning strategies, including high‑net‑worth and tax‑efficient solutions.
• Collaborate closely with advisers while maintaining independence in case handling.

Required profile

• Chartered Paraplanner status (essential).
• Minimum five years’ experience as a Senior Paraplanner within an Independent IFA firm.
• Proven ability to work autonomously and support senior advisers.

Required skills

• Venture Capital Trusts (VCTs).
• Enterprise Investment Schemes (EIS).
• Business Relief.
• Complex tax planning.
• Pensions.
• Investment strategies.

What we offer

• Basic salary between £65,000 and £75,000 per year.
• Hybrid working (3 days office / 2 days home).
• Technically challenging projects in a supportive professional environment.
• Clear long‑term career progression.