Technical Paraplanner

Lead Chartered Paraplanner - Shape the Future of Paraplanning in a Growing IFA Firm
Salary up to £85,000 Career-Defining Leadership Role

Are you a Chartered Paraplanner ready to take the next step in your career? Do you thrive in a technical environment where your knowledge is respected, your voice matters, and your work genuinely influences client outcomes?

This is your opportunity to lead the paraplanning function within a fast-growing, forward-thinking Independent Financial Advisory (IFA) firm. You'll play a central role in refining processes, mentoring paraplanners, and driving technical excellence across the advice team-all while enjoying the autonomy, respect, and progression your Chartered status deserves.

Why You'll Want This Role:

• Up to £85,000 salary depending on experience and qualifications
• Leadership position with influence across the advice and compliance functions
• Work closely with Chartered Financial Planners and senior stakeholders
• Help shape and develop a centre of paraplanning excellence
• Join a firm with strong growth plans, robust infrastructure, and a client-centric ethos

What You'll Be Doing:

• Leading and mentoring a team of paraplanners to ensure high-quality, compliant advice support
• Overseeing the production of suitability reports across pensions, investments, tax, IHT and protection planning
• Acting as a technical reference point for complex cases and client strategies
• Working alongside advisers and compliance to uphold best practice across the advice process
• Driving process improvements and supporting adviser development through structured feedback
• Contributing to product, provider, and market research
• Helping shape the paraplanning team's structure and recruitment as the firm continues to scale

What You'll Bring:

• Chartered Financial Planner status (CII) or equivalent Level 6 qualification
• Proven experience in a senior or lead paraplanner role within an IFA or wealth management environment
• Deep technical knowledge across pensions, investments, and tax-efficient strategies
• Passion for accuracy, detail, and high-quality report writing
• Strong leadership skills and the ability to mentor junior team members
• Confidence to challenge, innovate, and contribute to a collaborative advice process

Ready to step into a strategic, leadership-level role where your Chartered expertise drives real impact?
Apply today to find out more.