If you are a Paraplanner who wants to be a Financial Adviser, this role can make it happen.
Training starts on day one, with your week split between paraplanning and working as a trainee adviser, and you will start building your own client relationships straight away through the firm's dormant clients.
The firm is independent, Chartered and ambitious. It sits between the large consolidators and smaller practices, with access to advanced tools usually reserved for the biggest firms. It is backed by a director who has built several highly successful financial planning businesses, and you will learn from experienced Chartered Financial Planners along the way.
You will need the Level 4 Diploma, paraplanning experience, drive, good people skills and the maturity to work with clients early on.
Hybrid or remote, with hubs in Bristol, Surrey, London EC4 and Oxfordshire.
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Paraplanner/Associate Adviser employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
