Chartered Paraplanner

Overview

Working Pattern: Hybrid preferred (Remote considered for proven remote workers)

Are you a highly qualified Chartered Paraplanner looking to join a respected boutique IFA firm in North London?

Our client is seeking an experienced, technically strong paraplanner to play a key role in supporting their advisers and maintaining an exceptional advice standard.

This is a rare opportunity to join a well-established firm with longstanding client relationships and a highly capable back-office team.

You will work closely with the advisers, alongside a highly experienced senior paraplanner, to produce high-quality, compliant reports and technical research.

This is not a client-facing role, allowing you to focus on pure technical paraplanning and complex case work.

• Produce detailed, compliant suitability reports across pensions, investments, insurance and estate planning
• Conduct in-depth technical analysis and research, including cash-flow modelling
• Work with Intelliflo, FE Analytics, Cash Calc and 360° compliance tools
• Support the advice process for 3 experienced advisers and collaborate with a strong admin team
• Maintain exceptional report turnaround while contributing to a consistent advice framework
• Build a close working relationship with senior leadership and the adviser team

• Chartered – Essential
• Minimum 5 years’ paraplanning/report-writing experience
• Confident working in a fast-paced IFA environment (investment/insurance/offshore backgrounds also considered)
• High technical competency with a strong understanding of financial planning
• Comfortable producing accurate, clear reports at volume
• Familiar with Intelliflo, FE Analytics and cashflow modelling (or similar tools)

Remote working may be considered only for candidates with full UK RTW and who can demonstrate strong performance in previous remote roles
.

• Salary: £50k–£60k depending on experience (negotiable for the right applicant)
• Annual bonus and regular pay reviews
• 25 days holiday + bank holidays
• Death in Service (3x salary)
• Auto-enrolment pension
• Income protection
• (Full benefits details available on request)

The firm is preparing for the retirement of their Fellowship-level Senior Paraplanner - an exceptional individual who has been pivotal to their technical strength for years. They are looking for someone equally capable to step into this gap and become a long-term technical cornerstone of the business.

With strong adviser support, a capable admin function, and a genuine commitment to quality, this is an outstanding role for a highly qualified paraplanner seeking stability, autonomy and long-term progression
.