Paraplanner to Adviser from Day 1 – Succession Opportunity + Equity Salary £60k + Bonus and Benefits Location: London Are you a client-facing Paraplanner frustrated with the lack of clear progression in your current role, or the fact you’re not being given real exposure to clients despite having the experience and capability to do so? This is an incredibly rare opportunity with a boutique Wealth Management firm based in the City, offering a clear long-term succession pathway, equity in the business, and the opportunity to step into an advisory role and ultimately take ownership of an established client base and run the business over time. This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth. You will work directly alongside a umber of Senior Financial Advisers, supporting on all aspects of client work while being fully embedded in client relationships from day one, not sat behind the scenes. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time. The Role Work directly on client relationships and ongoi...
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Financial Divisions Careers Recruitment Team
