JUNIOR PARAPLANNER (Route through to Adviser), Central London, Up to £35,000 + Bonus + Clients
other jobs Financial Divisions
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionJUNIOR PARAPLANNER (Route through to Adviser)
Central London
Salary: Up to £35,000 + Bonus + Clients Provided
The Opportunity
*Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
*Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan.
*Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
*Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
*Average client portfolio of around £800,000.
*Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists.
*Full administration support provided once advising, allowing you to focus on clients once up and running.
*Clients, leads and referrals provided as you transition into the role.
About you:
*A minimum 12 months’ experience as a Paraplanner, currently studying level 4 Diploma.
*Good technical knowledge across pensions, investments and financial planning.
*Confident communicator who enjoys building relationships with clients.
*Ambitious, proactive and looking to build a long-term career in financial advice.
Pleased, send your CV to Jim at Financial Divisions.
Central London
Salary: Up to £35,000 + Bonus + Clients Provided
The Opportunity
*Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
*Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan.
*Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
*Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
*Average client portfolio of around £800,000.
*Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists.
*Full administration support provided once advising, allowing you to focus on clients once up and running.
*Clients, leads and referrals provided as you transition into the role.
About you:
*A minimum 12 months’ experience as a Paraplanner, currently studying level 4 Diploma.
*Good technical knowledge across pensions, investments and financial planning.
*Confident communicator who enjoys building relationships with clients.
*Ambitious, proactive and looking to build a long-term career in financial advice.
Pleased, send your CV to Jim at Financial Divisions.
Job number 3950385
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Company Details:
Financial Divisions
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