Full job description

Senior Paraplanner - St Albans
Hybrid Working – 4 Days Office / 1 Days Home
Basic Salary: £60,000
Are you a Senior Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment?
We’re working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes.
The Role
As a Senior Paraplanner, you will work closely with Director, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role — you’ll be heavily involved in complex planning and high-net-worth strategies.
Key Requirements
*Minimum 5 years’ experience as a Senior Paraplanner within an Independent IFA firm
*Strong technical expertise in:
*Venture Capital Trusts (VCTs)
*Enterprise Investment Schemes (EIS)
*Business Relief
*Complex tax planning
*Pensions & investment strategies
*Experience dealing with high-net-worth clients
*Ability to work independently while supporting Advisers at a senior level
What’s on Offer
*£60,000basic salary
*Hybrid working (4 days office / 1 days home)
*High-quality, technically challenging work
*Supportive, professional environment
*Clear long-term career progression
This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team.
If you’d like to have a confidential discussion, please get in touch.