Full job descriptionAre you an experienced Paraplanner who wants to move into a client-facing adviser role?


This is an excellent opportunity to join a highly successful and growing wealth management practice in London that can offer a genuine, structured pathway from Paraplanner into an advisory role.


You’ll work closely with of Advisers and work within a team of 5 Paraplanners, gaining significant exposure to client work, adviser meetings and holistic financial planning cases across pensions, investments, protection and retirement planning.


Our client is ideally looking for a Paraplanner who is Level 4 qualified (or working towards it) and has 1-2 years’ experience within a Wealth Management environment. Experience within an SJP practice would be advantageous, although not essential.


This role would suit someone commercially minded and ambitious, who wants more involvement with clients and is looking for a firm willing to actively support and develop them into an Adviser over time, rather than keeping them purely in a technical role.


What’s on Offer
*Salary up to £42,000 depending on experience
*Annual discretionary bonus
*Full study support provided
*Clear and genuine pathway into a Financial Adviser role
*Ongoing mentoring from experienced Advisers
*20 days holiday + birthday off, rising with service
*Bank holidays + Christmas shutdown
*On-site gym access
*Hybrid working
*Auto-enrolment pension


The firm offers a supportive, collaborative and professional environment with a strong focus on internal progression and long-term development, making this an excellent opportunity for an ambitious Paraplanner looking to take the next step in their career.


If this opportunity is of interest, please send your CV to Harry at Financial Divisions