Paraplanner to Adviser: Equity & Client Ownership

Paraplanner to Adviser: Equity & Client Ownership

Full-Time No working from home possible
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Financial Divisions in London is seeking a Paraplanner to Route to Adviser within a supportive framework. The role offers direct client exposure from day one, with a clear succession plan and equity in the business.

You will work closely with Senior Advisers, helping to manage客户端 relationships and financial planning for a high-quality client base. Ideal candidates have 3–5+ years of client-facing paraplanning experience and hold a Level 4 Diploma in Regulated Financial Planning.

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Paraplanner to Adviser: Equity & Client Ownership 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.

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Contact Details:

Financial Divisions Recruitment Team