Now Hiring: Senior Paraplanning - Team Leader – London (Hybrid)

Location: London (3 days in office, 2 days from home)

Must be Chartered (or studying towards)

Are you a seasoned Paraplanner ready to take the next step in your career? This could be your perfect opportunity.

We''re working with a highly respected financial planning and investment management firm based near Westminster Abbey. With a growing client book and big ambitions, they’re now looking for a

Chartered Paraplanning Manager

to lead and support a high-performing team.

About the RoleAs the designated

Paraplanning Manager , you’ll be supporting two Partners and a Junior Adviser in delivering an exceptional, high-touch service to a diverse portfolio of clients (including HNW individuals). The role is hybrid, with 3 days in the central London office and 2 days working from home. Collaboration, leadership, and client focus are key.

This is more than just a paraplanning job—it’s a chance to contribute to a growing business and be part of a team where your voice matters.

Prepare suitability reports (templated and bespoke)

Attend client meetings and produce follow-ups

Undertake product and fund research

Oversee pipeline business, valuations, and meeting packs

Support compliance and maintain client files to FCA standards

Mentor and guide more junior team members

Liaise with providers, clients, and internal teams

Provide technical input on cashflow modelling and investment strategies

What You’ll Need

Chartered Financial Planner

status (CII Level 6 or equivalent)

Minimum 3 years'' experience in a similar role

Deep understanding of FCA regulations and financial planning

Strong report writing and communication skills

Previous use of

Intelliflo ,

Voyant , and

FE Analytics

Excellent organisational and mentoring abilities

Up to £75,000 salary depending on experience

Company pension scheme (up to 7% employer contribution)

Private Medical Insurance + annual health check

Life assurance (4x salary) and critical illness cover

Discretionary bonus scheme

Season ticket loan

Full exam support and continuous development

Why This Role?This isn’t just another paraplanning job. It’s a key role in a dynamic, client-centric firm where your knowledge will be valued, your development will be supported, and your efforts will shape the client journey.

Interested? Let’s talk.

Apply now or drop me a message for more info!

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