Senior Paraplanner - Team Leader

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £50000 - £70000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    18 days ago

  • Expiry date:


  • Consultant:

    Michael Groves

Due to continued expansion and exciting growth plans, an award-winning, independent, Chartered Financial Planning practice in the heart of Central London are now seeking to recruit a Senior Paraplanner to work directly under their Head of Advice & Technical.

The role will involve producing detailed and fully holistic financial planning files for complex clients across areas such as retirement planning, estate planning, investment management, IHT mitigation and tax planning. In addition, the role will be responsible for checking the work of other Paraplanners on the team and providing training and mentoring to those individuals. This particular business is a fast-growing firm and so there are numerous opportunities for career progression and personal development in the future. The firm will gladly provide training and financial support for those who are keen to undertake further professional qualifications.

The successful applicant will be at least Level 4 Diploma qualified and will either hold (or be well on the way to) Level 6 Chartered level qualifications, in addition to having 3-5 years+ experience in the Paraplanning world. In addition to impeccable attention to detail and advanced financial planning technical skills, the candidate should also be a team player and be willing to collaborate on projects as part of a fast-growing and dynamic team.

In return for your skills and expertise, there is a fantastic package on offer which includes a basic salary (£50,000 - £70,000 depending on experience and qualifications), matching pension contributions, 25 days holiday plus holiday purchase scheme, hybrid working, fantastic London office location and much more.