Senior Paraplanner – Private Office

Location: London – Hybrid

Salary up to £75k + benefits

My client are a dynamic IFA who believe great financial planning can change lives. Their mission is to help everyone live happy and fulfilled lives through the wonder of financial planning. We are driven by our Core Values: Excellence, Ambition, Respect, Optimism, and Helping Others.

Join a team that’s redefining financial services for the modern client—where creativity meets technical precision, and where your expertise makes a genuine impact.

Your Role at a Glance

As a Chartered Paraplanner (or working towards) within a Private Office, you will be the go-to technical expert for UHNW and core clients. Working closely with the Directors & Senior Management team, you’ll design and deliver high-quality, personalised financial plans with strategic insight and absolute attention to detail.

Key Responsibilities

• Develop and review bespoke financial plans across pensions, investments, and protection
• Prepare detailed suitability reports and recommendations
• Handle complex queries and act as the technical lead for your team
• Maintain compliance and regulatory standards across all activities
• Collaborate with internal leaders and third-party professionals to create joined-up solutions
• Keep abreast of market developments and enhance the client experience through innovation
• Promote a five-star client service culture and values

Your Expertise

• Demonstrated experience working with UHNW clients
• Advanced understanding of products including EIS, SEIS, VCT, BPR, and structured investments
• Knowledge in FX, private equity, alternative investments, protection, and tax planning
• Proficient with Voyant and CRM systems
• Strong grasp of FCA regulations and industry standards
• Exceptional communication, time management, and analytical abilities
• Ability to work independently, with precision and professionalism

Why You’ll Love this role

• Mission-driven environment that encourages big ideas and smart strategy
• Purposeful culture focused on helping others thrive
• Opportunities to build strong professional relationships with clients and industry experts
• A team that champions growth—both personal and professional

Ready to Apply?

If you’re a seasoned paraplanner with a drive for technical excellence and a passion for creating meaningful financial outcomes, we’d love to hear from you.

Apply now and let’s help our clients live their best lives—with confidence, clarity and freedom. Please email ursulasloan@financialdivisions.co.uk