Full job descriptionAn excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role.
This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment.
The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time.
This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12–18 months depending on performance, competency and qualifications.


The Opportunity
You will gain exposure to:
*High-net-worth private clients
*Pension, investment and holistic financial planning strategies
*Cashflow modelling and technical analysis
*Client meetings and relationship management
*A personalised, relationship-led wealth management environment
*A structured route towards becoming a Financial Adviser with book provided


Key Responsibilities
*Preparing suitability reports and recommendation letters
*Conducting technical research across pensions, investments and protection
*Supporting advisers with financial planning strategies
*Preparing for and attending client meetings
*Maintaining compliant client records and documentation
*Liaising with providers and platforms
*Producing cashflow modelling and financial analysis
*Supporting ongoing client servicing and annual reviews


Candidate Profile
Applicants should demonstrate:
*Current paraplanning or technical financial planning experience
*Strong technical knowledge across pensions and investments
*Experience operating within an FCA regulated environment
*Excellent written and verbal communication skills
*A genuine ambition to progress into a Financial Adviser role
*Strong interpersonal skills and emotional intelligence
*Commercial awareness and an entrepreneurial mindset


Desirable:
*Level 4 Diploma in Regulated Financial Planning (completed or in progress)
*Previous exposure to client meetings
*Experience using cashflow modelling tools
*Package
*£40,000 – £43,000 basic salary (flexible for the right individual)
*Bonus scheme
*Benefits package
*Hybrid working
*Genuine progression into advising
*Supportive and collaborative working culture


This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.