Paraplanner - Independent IFA - London - Salary up to £50,000 + bonus + benefits

Are you a Diploma-qualified Paraplanner looking to develop your technical expertise - or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm?

This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes.

Whether you have 1 year of paraplanning experience or you're a seasoned technical paraplanner, this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice.

What You'll Be Doing

• Working closely with advisers within a pod or adviser-aligned structure
• Preparing high-quality suitability reports and technical recommendations
• Conducting research across pensions, investments, protection, and tax planning
• Building and maintaining cashflow models
• Supporting client meetings and documenting outcomes
• Managing client requests including contributions, withdrawals, and policy changes
• Ensuring accurate records, compliant documentation, and smooth case progression

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning (essential)
• Paraplanning experience (from 1 year to highly experienced)
• Strong technical knowledge across pensions, investments, and financial planning
• Excellent written communication and attention to detail
• Organised, proactive, and comfortable managing multiple cases
• A collaborative mindset and commitment to high-quality client service

A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work.

Please send your CV to Ursula at Financial Divisions