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.