At a Glance
- Tasks: Support senior advisers, write reports, and conduct research in financial planning.
- Company: Reputable Chartered wealth management firm with a strong growth trajectory.
- Benefits: Competitive salary, bonuses, private medical insurance, and 25 days annual leave.
- Other info: Opportunity for career growth in a supportive and dynamic environment.
- Why this job: Gain hands-on experience and mentorship to become a qualified chartered financial adviser.
- Qualifications: Level 4 Diploma or progressing, with two years of paraplanning experience.
The predicted salary is between 40000 - 50000 £ per year.
This privately owned, Chartered wealth management firm has built an exceptional reputation advising high net worth (HNW) and ultra-high net worth private clients (UHNW), families, trusts and businesses across London and the South East. It is a business that has grown consistently and deliberately, guided by a leadership team with a clear vision and the experience to execute it.
The Directors are now looking to bring in an ambitious and technically capable paraplanner who has decided, with conviction, that financial advice is the career they want to build. This is a genuine paraplanning role with guaranteed support from the management team. There is a structured and genuine commitment to developing the right candidate into a fully qualified chartered financial adviser, including support through to Competent Adviser Status (CAS) and unwavering encouragement to pursue Chartered examinations in due course.
In the meantime, you will be doing work that categorically prepares you for that transition. You will attend client meetings alongside experienced senior advisers, gaining direct exposure to households with investable assets ranging from £500,000 to £30 million. You will write suitability reports, conduct research across pensions, investments, retirement planning, tax planning and inheritance tax, and develop your cashflow modelling skills in a real and demanding client environment. Every element of the role is designed to build you into the kind of adviser this firm is proud to have representing it.
You will be Level 4 Diploma qualified or progressing steadily towards it, and you will bring at least two years of paraplanning experience alongside a genuine enthusiasm for client work and technical excellence. The way you present yourself and your work will reflect the standard this firm maintains across everything it does.
The package on offer includes a salary of £40,000 to £50,000 with flexibility for an exceptional candidate, a discretionary bonus, private medical insurance, death in service benefit, a company pension and entry into a BUPA scheme alongside 25 days annual leave.
For the right individual, this is the kind of opportunity that could determine your career trajectory. If you are a paraplanner who is ready to take the next definitive step and wants to do so within a firm that will invest in, and mentor you, then we would very much welcome a confidential conversation. All enquiries are handled with complete discretion.
Financial Planner (Pathway to Adviser) in Guildford employer: Financial Divisions
This privately owned, Chartered wealth management firm offers an exceptional work environment for aspiring financial planners, with a strong commitment to employee development and mentorship. Located in London and the South East, the firm provides a structured pathway to Chartered Adviser status, alongside competitive benefits such as private medical insurance, a discretionary bonus, and generous annual leave. With a culture that values technical excellence and client engagement, this is an ideal place for motivated individuals looking to build a rewarding career in financial advice.
