At a Glance
- Tasks: Support financial advisers and manage client portfolios while gaining valuable experience.
- Company: Independent financial planning firm with a strong growth trajectory.
- Benefits: Up to £35,000 salary, bonuses, and a structured career development plan.
- Other info: Full admin support provided, allowing you to focus on building client relationships.
- Why this job: Transition from Paraplanner to Adviser and work with high-net-worth clients.
- Qualifications: 12 months' Paraplanning experience and studying for level 4 Diploma.
The predicted salary is between 45000 - 50000 £ per year.
- JUNIOR PARAPLANNER (Route through to Adviser)
- Central London
Salary
Up to £35,000 + Bonus + Clients Provided
The Opportunity
- Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
- Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan.
- Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
- Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
- Average client portfolio of around £800,000.
- Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists.
- Full administration support provided once advising, allowing you to focus on clients once up and running.
- Clients, leads and referrals provided as you transition into the role.
About you
- A minimum 12 months' experience as a Paraplanner, currently studying level 4 Diploma.
- Good technical knowledge across pensions, investments and financial planning.
- Confident communicator who enjoys building relationships with clients.
- Ambitious, proactive and looking to build a long-term career in financial advice.
- #J-18808-Ljbffr
JUNIOR PARAPLANNER (Route through to Adviser), Central London, Up to £35,000 + Bonus + Clients employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
We think you need these skills to ace JUNIOR PARAPLANNER (Route through to Adviser), Central London, Up to £35,000 + Bonus + Clients
Financial Planning
Pensions Knowledge
Investment Knowledge
Protection Planning
Inheritance Tax Planning
Estate Planning
Cross-Border Financial Planning
