Paraplanner to Junior Adviser
other jobs mbf.
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionParaplanner to Junior Adviser - London
Title: Paraplanner to Junior Adviser | Clear Route into Advice | London | Up to £45,000
Location: London (hybrid) Salary: £38,000 – £45,000 plus bonus, full study support and benefits
The opportunity
Most paraplanning roles promise a route into advice. Very few put a timeline on it.
This one does. You’ll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you’ll build a bank from scratch.
The firm
A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made.
How the role works
Months 1–9: paraplanning and grounding You’ll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You’ll sit in on client meetings from early on - first observing, then contributing.
Months 9–15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop.
From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself.
What we’re looking for
*Level 4 Diploma qualified, or part qualified and actively working towards it
*Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure
*Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients
*Strong written communication and the personal skills to build client relationships
*Willingness to commit to the study alongside the day job
What’s on offer
*Salary up to £45,000, reviewed on transition into advice
*Full study support - exam fees, materials and study leave
*Structured mentoring from experienced planners, not a sink-or-swim handover
*Bonus and full benefits package
*Hybrid working
Why this one is worth a look
The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it’s possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.
Title: Paraplanner to Junior Adviser | Clear Route into Advice | London | Up to £45,000
Location: London (hybrid) Salary: £38,000 – £45,000 plus bonus, full study support and benefits
The opportunity
Most paraplanning roles promise a route into advice. Very few put a timeline on it.
This one does. You’ll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you’ll build a bank from scratch.
The firm
A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made.
How the role works
Months 1–9: paraplanning and grounding You’ll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You’ll sit in on client meetings from early on - first observing, then contributing.
Months 9–15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop.
From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself.
What we’re looking for
*Level 4 Diploma qualified, or part qualified and actively working towards it
*Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure
*Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients
*Strong written communication and the personal skills to build client relationships
*Willingness to commit to the study alongside the day job
What’s on offer
*Salary up to £45,000, reviewed on transition into advice
*Full study support - exam fees, materials and study leave
*Structured mentoring from experienced planners, not a sink-or-swim handover
*Bonus and full benefits package
*Hybrid working
Why this one is worth a look
The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it’s possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.
Job number 4051243
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