At a Glance
- Tasks: Work directly with clients and manage relationships while preparing financial plans.
- Company: Boutique St James’s Place Wealth Management firm in London.
- Benefits: Salary of £65k-£70k, bonuses, equity, and a clear progression pathway.
- Other info: Genuine succession plan with full client exposure from day one.
- Why this job: Step into an advisory role and take ownership of client relationships over time.
- Qualifications: 3-5+ years as a client-facing Paraplanner with strong interpersonal skills.
The predicted salary is between 65000 - 70000 £ per year.
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 St James’s Place 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 the Managing Director, supporting on all aspects of client work while being fully embedded in client relationships from day one — not sat behind the scenes. Over the next 5 years, the intention is for the MD to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time.
The Role
- Work directly with the MD on client relationships and ongoing planning
- Attend client meetings and act as a key point of contact
- Prepare meeting packs and support cashflow modelling (Voyant)
- Build relationships with HNW/UHNW clients and their families
- Develop relationships with the next generation of clients
- Gradually take ownership of long-standing client relationships
About You
- 3–5+ years’ experience in a client-facing Paraplanner role
- Level 4 Diploma in Regulated Financial Planning
- Ideally already client-facing or regularly exposed to clients
- Confident working with HNW/UHNW clients
- Strong interpersonal skills with the ability to build trusted long-term relationships
- Polished, professional, and commercially aware
- Keen to progress into a more senior, client-facing position over time
What’s On Offer
- £65,000 – £70,000 base salary + bonus
- Equity in the business
- Equity increases over time as responsibility grows
- Genuine succession pathway into ownership of a client book and the business
- Full client exposure from day one, with full support from the MD
This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships, trusted with real responsibility, and developed into a future owner of the business. If you’re looking for a clear route into seniority, client ownership, and eventually taking over a high-quality client base, this is one of the most compelling opportunities in the market.
If this opportunity is of interest, please send your CV to Laura at Financial Divisions.
Paraplanner to Adviser - London - Salary £65k – £70k + Bonus and Benefits + Equity employer: Financial Divisions
This boutique St James’s Place Wealth Management firm in the heart of London offers an exceptional work environment where you can thrive as a Paraplanner. With a clear succession pathway, equity opportunities, and direct client exposure from day one, you will be empowered to build meaningful relationships with high-net-worth clients while developing your career towards ownership of the business. The supportive culture and commitment to employee growth make this an outstanding employer for those seeking a rewarding and impactful role.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner to Adviser - London - Salary £65k – £70k + Bonus and Benefits + Equity
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Up Prepared
When you land an interview, do your homework! Know the company inside out, understand their values, and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and serious about the role.
✨Follow Up
After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the position.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to be part of our team.
We think you need these skills to ace Paraplanner to Adviser - London - Salary £65k – £70k + Bonus and Benefits + Equity
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role. Highlight your client-facing experience and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a perfect fit. Don’t forget to mention your passion for building long-term relationships with clients, as that's key for us.
Showcase Your Interpersonal Skills:In a relationship-led environment like ours, strong interpersonal skills are crucial. Use examples from your past roles to demonstrate how you've successfully built trust with clients. We love seeing real-life stories that highlight your ability to connect with people!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around intergenerational wealth and client relationship management. Be ready to discuss your experience with HNW/UHNW clients and how you've built those relationships in the past.
✨Showcase Your Client-Facing Skills
Since this role is all about client interaction, prepare examples that highlight your interpersonal skills. Think of specific situations where you successfully managed client expectations or resolved issues, as this will demonstrate your capability to thrive in a relationship-led environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's succession plan and how they envision your growth into an advisory role. This shows your genuine interest in the position and helps you assess if the company aligns with your career aspirations.
✨Be Professional Yet Approachable
While it's important to be polished and professional, don’t forget to let your personality shine through. The firm values strong relationships, so being personable can help you connect better with the Managing Director and other team members during the interview.
