Technical Paraplanner

Lead Paraplanner – Join a Growing IFA and Take Your Career to the Next Level Are you a Level 4 Diploma-qualified Paraplanner looking for a genuine leadership opportunity? Do you want to move beyond report writing and play a key role in shaping a successful, client-focused IFA business? This is your chance to step into a Lead Paraplanner role within a well-established and growing Independent Financial Advisory (IFA) firm. You’ll support and mentor fellow paraplanners, enhance technical standards, and work closely with senior advisers and compliance to deliver outstanding financial planning outcomes. Location: Greater London | Salary: Up to £85,000 Benefits and WFH arrangements Job Type: Full-time | Industry: Financial Services / Wealth Management What’s in it for you? Competitive salary up to £85,000 (based on experience and qualifications) Clear career progression to leadership responsibilities with strategic input Work closely with experienced Chartered Financial Planners Be part of a collaborative, friendly, and forward-thinking team Input into process development, compliance, and adviser support Long-term progression opportunities and professional development support Key Responsibilities: Lead and mentor a small team of paraplanners Oversee the production of suitability reports across pensions, investments, tax, IHT, and protection Act as a technical reference point for advisers and paraplanners Review reports and ensure compliance with FCA regulations Work closely with compliance to maintain and evolve advice standards Streamline paraplanning processes and improve report templates Participate in provider research, fund analysis, and technical updates What We’re Looking For: Level 4 Diploma in Regulated Financial Planning (CII or equivalent) Proven experience in a paraplanning role within an IFA or Wealth Management firm Excellent technical knowledge in pensions, investments, and tax-efficient planning Strong report writing and attention to detail Leadership skills or a clear desire to step into a leadership role Confident communicator with the ability to influence and support others This role is ideal for a Senior Paraplanner ready to step up, or an existing Lead Paraplanner seeking more influence and opportunity within a fast-growing firm. If you’re passionate about high-quality financial planning and want your skills to shape a successful advice team, we want to hear from you. Apply now and take the next step in your financial services career.

Location: London, London, GB

Posted Date: 8/20/2025