At a Glance
- Tasks: Support successful Advisers and develop skills for an advisory position.
- Company: Join a leading Chartered Wealth Management firm with a strong growth record.
- Benefits: Flexible working, generous bonuses, full study support, and team events.
- Other info: Collaborative environment focused on professional development and career progression.
- Why this job: Shape your career in financial planning with mentorship and real client exposure.
- Qualifications: Level 4 Diploma and two years' paraplanning experience required.
The predicted salary is between 35000 - 45000 £ per year.
This is far more than a traditional paraplanning role. You will work closely with successful Advisers, providing end-to-end support while developing the skills and experience required to move towards an advisory position. We are working with one of the UK's leading Chartered Wealth Management firms, a business we have partnered with for more than 10 years and where we have successfully placed many professionals. The firm has grown consistently through organic expansion, more than tripling in size during that time. Following the promotion of a Senior Paraplanner we originally placed, who is now progressing into an advisory role and taking over a retiring Adviser's client bank, an opportunity has arisen for an ambitious Paraplanner to follow a similar career path.
As your confidence grows, you will attend client meetings, contribute to research and recommendation discussions, and become increasingly involved in presenting financial planning solutions. Exposure to cashflow modelling is beneficial but not essential; full training and support will be provided to help you develop your technical and client-facing skills. You will be mentored by an exceptional Paraplanning Manager, widely regarded as one of the strongest technical professionals in the market, within a collaborative and supportive team environment where professional development is genuinely encouraged.
The firm offers flexible working, with the opportunity to work from home two to three days per week once established in the role, alongside a comprehensive benefits package, generous bonus scheme, full study support and regular team and company events.
What we're looking for:
- Level 4 Diploma qualified
- Minimum two years' paraplanning experience
- Strong technical knowledge and a desire to continue developing
- Ambition to build a long-term career within financial planning
If you're looking for a role that can genuinely shape the next stage of your career, we'd be delighted to tell you more.
Paraplanner - Structured Route to Financial Adviser in City of London employer: Financial Divisions
Join one of the UK's leading Chartered Wealth Management firms, where your career as a Paraplanner can flourish in a supportive and collaborative environment. With a strong focus on professional development, flexible working arrangements, and a comprehensive benefits package, this role offers a unique opportunity to gain hands-on experience while being mentored by industry experts. As you progress towards an advisory position, you'll be part of a dynamic team that values growth and success.
