Paraplanner

Paraplanner | 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.

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