Paraplanner – Route to Adviser – Wealth Management, North West London | Up to £50,000
other jobs Financial Divisions
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Full job description North West London | Up to £50,000 Basic + x2 Validation + Annual Bonus
An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team.
This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression.
The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships.
The Opportunity
You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support.
This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment.
Key Responsibilities
*Supporting clients across all areas of financial planning
*Assisting with client reviews and ongoing servicing
*Building and maintaining strong client relationships
*Working closely with paraplanners and administrators
*Conducting research and preparing recommendations
*Ensuring compliant and client-focused advice is delivered
*Supporting senior advisers with new and existing client needs
*Developing towards managing your own portfolio of clients
About You
*Level 4 Diploma qualified
*Previous experience within an IFA or wealth management environment
*Either adviser experience or strong paraplanning experience with aspirations to advise
*Strong understanding of pensions, investments, and protection
*Excellent communication and relationship-building skills
*Client-focused with a professional and ethical approach
*Positive team player with ambition to grow within the business
What’s on Offer
*Basic salary up to £50,000
*x2 validation structure
*Annual bonus on target achievement
*Clear development pathway and mentoring support
*Supportive and collaborative team culture
*Independent, whole-of-market advice offering
*Long-term career progression opportunities
*Positive and professional working environment
This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued.
To apply, please contact Sam at Financial Divisions.
An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team.
This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression.
The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships.
The Opportunity
You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support.
This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment.
Key Responsibilities
*Supporting clients across all areas of financial planning
*Assisting with client reviews and ongoing servicing
*Building and maintaining strong client relationships
*Working closely with paraplanners and administrators
*Conducting research and preparing recommendations
*Ensuring compliant and client-focused advice is delivered
*Supporting senior advisers with new and existing client needs
*Developing towards managing your own portfolio of clients
About You
*Level 4 Diploma qualified
*Previous experience within an IFA or wealth management environment
*Either adviser experience or strong paraplanning experience with aspirations to advise
*Strong understanding of pensions, investments, and protection
*Excellent communication and relationship-building skills
*Client-focused with a professional and ethical approach
*Positive team player with ambition to grow within the business
What’s on Offer
*Basic salary up to £50,000
*x2 validation structure
*Annual bonus on target achievement
*Clear development pathway and mentoring support
*Supportive and collaborative team culture
*Independent, whole-of-market advice offering
*Long-term career progression opportunities
*Positive and professional working environment
This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued.
To apply, please contact Sam at Financial Divisions.
Job number 3794217
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Company Details:
Financial Divisions
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