£40,000 - £50,000 Basic Salary + Bonus + Comprehensive Benefits
Career Defining Opportunity Adviser Training Programme Competent Adviser Status Within 12-18 Months
This is a rare opportunity for an ambitious and technically capable Paraplanner to join a highly respected Chartered Financial Planning firm and embark on a structured pathway into financial advice.
Our client is an established Chartered Wealth Management practice based near Guildford, providing sophisticated financial planning advice to high-net-worth individuals, families, trusts and business owners across London and the South East. Having successfully supported the growth of this business over several years and placed multiple professionals into the firm, we have witnessed first-hand their commitment to staff development, client excellence and long-term growth.
As part of their continued expansion plans, the Directors are seeking a Paraplanner who has genuine aspirations to become a Financial Adviser. They are committed to investing significant time, training and resources into the successful individual, with the objective of achieving Competent Adviser Status and transitioning into an advisory role within approximately 12-18 months.
The Opportunity
Working closely with Senior Advisers and Directors, you will gain exposure to all aspects of holistic financial planning while developing the technical and client-facing skills required to become a successful Financial Adviser.
Responsibilities
- Conducting financial planning research and technical analysis
- Preparing high-quality suitability reports and recommendations
- Supporting advice across pensions, investments, retirement planning, tax planning and inheritance tax strategies
- Producing cashflow modelling reports and financial planning projections
- Attending client meetings alongside Senior Advisers
- Assisting with complex client cases and planning strategies
- Building relationships with high-net-worth and ultra-high-net-worth clients
- Progressing towards Competent Adviser Status through structured mentoring and training
This role offers exposure to a sophisticated client base, with many clients holding investable assets between £500,000 and £1 million, alongside several ultra-high-net-worth households with assets exceeding £30 million.
Requirements
- Minimum 2 years' experience within a Paraplanning role
- Strong technical knowledge of financial planning and wealth management
- Experience writing suitability reports independently
- Knowledge of pensions, investments, retirement planning, tax planning and estate planning
- Experience using cashflow modelling tools
- Level 4 Diploma qualified or actively working towards completion
- Ambition to progress into a Financial Adviser role
- Excellent communication and relationship-building skills
What's on Offer
- £40,000 - £50,000 basic salary, with flexibility for exceptional candidates
- Discretionary annual bonus
- Private Medical Insurance
- BUPA healthcare scheme access
- 25 days holiday plus bank holidays
- Death in Service benefit
- Pension scheme
- Structured adviser training programme
- Mentorship from highly experienced Chartered Financial Planners
- Clear pathway to achieving Competent Adviser Status within 12-18 months
- Long-term career progression within a growing Chartered practice
This opportunity would suit an ambitious Paraplanner who is serious about becoming a Financial Adviser and wants to join a firm that is genuinely committed to making that transition happen.
For a confidential discussion about this opportunity, please contact Ryan Wootten at Financial Divisions.
