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Senior Paraplanner - Boutique IFA

Posted: 21/05/26
Recruiter:Taylor James Professional Recruitment
Reference:3111711897
Type:Permanent
Salary:£60,000 - £75,000 Annual
Location:London
Description:

We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner.

Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.

Role Overview

  • Providing technical support to financial planners
  • Attending client meetings
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • Cashflow modelling
  • IHT Planning
  • Writing & tailoring high quality suitability letters based on consultation with the Adviser
  • Demonstrating an awareness of compliance & regulations
  • Full job specification available on request

Key Requirements

  • Minimum 3 years experience(essential)
  • Experience working with HNW clients(desirable)
  • Chartered/ near to completion (essential)

The Package

  • Starting salary: up to c£70,000 + bonus
  • Hybrid / flexible working
  • Generous Pension Scheme
  • 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service
  • Full study support towards professional qualifications
  • Group life assurance
  • Income protection
  • Vitality Healthcare plus full cover for therapy and counselling

To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.

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