Senior, Client-Facing Paraplanner Route to Adviser - London/ Hybrid - £60,000 + Excellent Benefits

Independent, Chartered & Ethical Firm

An exciting opportunity has arisen for a Senior Paraplanner to join one of the UK's most values-driven, professional financial planning firms. Based in Farringdon and offering full independence, this firm stands out for its B Corp status, in-house investment team, and a tangible route to becoming a Financial Adviser.

As a Senior Paraplanner, you'll step into a role that blends technical expertise with real client exposure - an ideal fit for someone ready to move into advice in the near future. You'll support Chartered Advisers in delivering bespoke, high-quality advice, working with both traditional and sustainable investment portfolios.

This role is designed for a Senior Paraplanner who's confident with report writing, technically strong, and motivated by the idea of stepping into client meetings and progressing toward an advisory position.

You must be Diploma qualified (Level 4) and ideally working toward Chartered status or already Chartered. A strong understanding of financial planning principles and experience in a client-centric, high-integrity environment are essential.

What's on offer:

• £60,000 basic salary
• ? Fast-track route to Financial Adviser
• ? Hybrid working (Farringdon HQ + remote flexibility)
• ? Work with a B Corp accredited, Chartered firm
• Join a high-performing, purpose-driven team
• Genuine work-life balance and excellent benefits

As a Senior Paraplanner, you'll be joining a firm that blends professional excellence with a strong ethical focus. If you're looking to grow into an advisory role while making a meaningful impact - this could be your ideal next step.

Apply now to Laura McKendry and take the next step toward a fulfilling advisory career.