Senior Paraplanner

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.