Full job descriptionParaplanner | Adviser Pathway (12 Months)Hertfordshire | Boutique Wealth Management Firm | Clear Route Into Advice

A well-established boutique wealth management firm with multiple offices across the UK is looking to appoint an ambitious Paraplanner to join its Hertfordshire office.
This is an excellent opportunity for a technically strong Paraplanner who is looking to transition into a Financial Adviser role within the next 12 months.
The business has an outstanding reputation, an established client base and a strong growth trajectory, with increasing demand for advisers across the firm. As a result, they are looking to invest in an individual who is eager to develop into a client-facing advisory position.
The Opportunity*Clear progression into a Financial Adviser role within 12 months
*Join a highly respected boutique wealth management firm
*Structured mentoring and development from experienced advisers
*Exposure to high-quality clients and holistic financial planning
*Collaborative and supportive team culture
*Long-term career progression and earning potential
This is not a "trainee adviser" role starting from scratch — the firm is specifically looking for an experienced Paraplanner who wants a genuine pathway into advice.
Package*Salary up to £55,000
*Structured adviser development plan
*Ongoing professional development support
*Long-term progression opportunities
What They’re Looking For*Previous Paraplanning experience
*Level 4 Diploma qualified
*Strong technical and report-writing ability
*Ambition to move into a Financial Adviser role
*Professional and client-focused approach
This is a fantastic opportunity to join a firm that genuinely invests in developing future advisers while offering strong long-term career prospects.
Apply now for a confidential discussion.