If you’re a Chartered Paraplanner (or working towards)who thrives on deep, meaningful client work — and you’re ready for a real route into an adviser role — this is the opportunity you’ve been waiting for.
This isn’t a back-office paraplanning job. It’s a front-row seat to high-level financial planning, working directly with a Director and Co-Founder who is committed to developing you into a confident, client-facing adviser. Experience of Estate planning, Trusts and IHT would be advantageous.
What makes this role different
You’ll be embedded at the heart of the advice process, not just supporting it. Expect to:
*Join client meetings alongside the Director, building long-term relationships with high-net-worth families and business owners
*Lead on cashflow modelling and complex technical analysis
*Shape bespoke financial plans across pensions, investments, estate planning, succession, and tax-efficient strategies
*Contribute to the evolution of processes, planning frameworks, and client experience
*Gain exposure to specialist areas including family law interfaces and trust corporation services
Your development isn’t an afterthought — it’s a priority. You’ll be coached, mentored, and gradually transitioned into a full adviser role at the right pace for you.
What we’re looking for
*Chartered status (or very close)
*At least 5 years’ paraplanning experience within financial planning or wealth management
*Strong analytical capability and a passion for building robust, personalised financial plans
*Confidence communicating complex ideas clearly and empathetically
*A collaborative mindset and the ability to connect naturally with clients
*Experience with cashflow tools (Voyant, CashCalc etc.) is helpful but not essential
What’s in it for you
*Flexible and remote working options after probation
*Clear route to an Adviser with mentoring a long the way and clients to inherit
Your next step
If you’re a Chartered Paraplanner who wants to step out of the back office and into a career-defining role with a clear path to becoming an adviser, this is your moment.
Please send your CV to Ursula Sloan at Financial Divisions