Senior Technical Paraplanner - Route to Adviser, London, Up to £70,000 + Excellent Benefits
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Job Description
Senior Technical Paraplanner - Route to Adviser London Up to £70,000 + Excellent Benefits Hybrid
My client, an independent IFA firm in London, is seeking a career-driven Technical Paraplanner who wants more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an Adviser.
In this role, you will:
- Work closely with a Senior Adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals
- Sit in on client meetings and support client relationships
- Produce bespoke, high-quality technical suitability reports
- Conduct deep research and build recommendations
- Contribute to portfolio construction
- Run meaningful cashflow modelling
- Progress toward an Adviser role with full support
We are looking for candidates with:
- 4-5+ years' experience as a Technical Paraplanner
- Chartered status, or actively working towards it
- Ambition, proactivity, and readiness for the next step
Salary up to £70,000 plus excellent benefits and hybrid working in London.
If you're ready to step into a role that recognises your expertise and accelerates your career, let's talk.
Contact Jo at Financial Divisions.
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