Chartered Paraplanner

Chartered Senior Paraplanner - London (Hybrid)

Reference: 10248

Salary: Up to £65,000 + 10% KPI Bonus

Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team.

This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base (typically £900k - £1m per client), supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together.

The Role

This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers.

You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research.

Key Responsibilities

• Produce high-quality, compliant suitability reports

• Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning)

• Conduct detailed research and analysis across whole-of-market solutions

• Work collaboratively with advisers and administrators to deliver seamless client outcomes

• Maintain strong compliance standards and documentation quality

Candidate Profile (Must Have)

• Chartered (or very close to Chartered)

• 5-8 years' paraplanning experience within an IFA environment

• Strong technical knowledge across investments, pensions, tax and complex planning

• Experience with cashflow modelling and advanced planning strategies

• Comfortable working in a high-quality, HNW advice environment

• Looking for a long-term pathway into Financial Planning

Salary & Benefits

• Up to £65,000 base salary

• 10% KPI-based bonus

• Structured career progression into a Financial Planner role (typically after 2+ years)

• Collaborative team environment with strong internal support

Working Model

• 3 days per week in the office (non-negotiable)

• Hybrid working structure

Interview Process

• 4-stage interview process

This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.