Paraplanner to Financial Adviser - London - £55K-£60k + bonus, benefits, full training & support

Our client is a highly respected, prestigious wealth management firm, serving high-net-worth clients and their dependents. This role needs an experienced Paraplanner due to growth and expansion. The ideal Individual will be someone who enjoys working with high net worth and established clients and ideally wants a role that will provide full training and support to progress to an Advisory role in a short period of time. If this sounds like you, we would love to speak to you.

The Opportunity

As an experienced Paraplanner, you will have a strong reputation for delivering high-quality, working closely with an experienced Advisers, where you’ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. Our client prides itself on providing non jargon based, relationship led advice.

This isn’t just a back-office role , as a Paraplanner, you’ll be heavily involved in client interaction including client meetings and helping to formulate the recommendations and given real visibility across client relationships.

The Role

• Writing clear, compliant, and technically robust suitability reports


• Conducting detailed research across pensions, investments, protection, and tax planning


• Supporting Advisers in building tailored financial plans


• Producing cashflow modelling and long-term planning analysis


• Assisting with complex cases and acting as a technical point of contact


• Working closely with Advisers and Administrators to deliver a seamless client experience

• Previous experience as a Paraplanner within wealth management


• Level 4 Diploma in Financial Planning or close to completion


• Strong technical knowledge across core advice areas


• Experience with report writing and cashflow modelling


• Good understanding of compliance and regulatory requirements


• Someone organised, detail-focused and keen to develop, who has a real passion for supporting clients and their families

What’s On Offer

• Structured training programme with clear route to Advisor


• Opportunity to work alongside a highly experienced Adviser


• Great culture and low staff turnover


• A stable, well-regarded firm with a strong client base


• Working within an organisation that wants to stay independent and has no aspirations to sell to a consolidator

Opportunities offering a genuine route from Paraplanner to Adviser, that provide full training and support and not common in all firms and we are delighted to be working with our client on this key opportunity.

If this role is of interest, please send your CV to Laura at Financial Divisions

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