At a Glance
- Tasks: Support Financial Advisers with technical paraplanning and client interactions.
- Company: Leading Chartered Wealth Management firm with a strong reputation for talent development.
- Benefits: Competitive salary, bonuses, full study support, and excellent benefits.
- Other info: Dynamic environment with significant career growth opportunities.
- Why this job: Join a respected firm with clear pathways to become a Financial Adviser.
- Qualifications: Diploma-qualified Paraplanner with ambition and teamwork skills.
The predicted salary is between 47000 - 52000 £ per year.
£47,000 – £52,000 Basic Salary + Bonus + Full Study Support + Excellent Benefits Chartered Wealth Management Firm | Adviser Progression Pathway | Strong Technical Support Structure An outstanding opportunity has arisen for a Diploma-qualified Paraplanner to join one of the UK’s leading Chartered Wealth Management firms.
This is a genuinely career-focused opportunity within a highly respected business that has grown organically and consistently, more than trebling in size over recent years.
The firm has a long-standing reputation for developing talent internally and providing clear progression routes into advisory roles.
Having successfully placed multiple professionals into this business over the past decade, it is clear this is an organisation that invests heavily in people, technical development and long-term career progression.
This particular role has arisen following internal progression, with a Senior Paraplanner stepping into a client-facing advisory role.
The firm is now seeking a similarly ambitious Paraplanner to follow the same development path.
The Opportunity You will work closely with high-performing Financial Advisers, providing end-to-end technical paraplanning support within a highly structured and collaborative environment.
As you develop within the role, you will gain increasing exposure to client meetings, technic...
