Our client is a highly respected, prestigious wealth management and family office, serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe.
If you're ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market.
The Opportunity
As an experienced Paraplanner, you'll already have a reputation for delivering high-quality, relationship-led support. In this role, you'll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role.
This is not a back-office role. You'll be actively involved in client meetings, helping to formulate recommendations and gaining real visibility across complex client relationships.
The Role
- Suitability report writing - clear, compliant, technically robust
- Technical research across pensions, investments, protection, and tax planning
- Supporting Advisers in building tailored financial plans
- Cashflow modelling and long-term planning analysis
- Assisting with complex cases and acting as a technical point of contact
- Working closely with Advisers and Administrators to deliver a seamless client experience
What They're Looking For
- Previous experience as a Paraplanner within wealth management
- Level 4 Diploma in Financial Planning (essential)
- Strong technical knowledge across core advice areas
- Experience with report writing and cashflow modelling
- Good understanding of compliance and regulatory requirements
- Organised, detail-focused, and passionate about supporting clients and their families
- Progress toward Chartered status is a plus, not a requirement
What's On Offer
- Structured training programme with a clear route to Adviser
- Opportunity to work alongside an experienced Adviser
- Great culture with low staff turnover
- A stable, well-regarded firm with a strong client base
Why This Role?
Genuine opportunities offering a true pathway from Paraplanner to Adviser, with full training and support, are rare. This firm is committed to developing the right individual and providing the exposure needed to progress confidently into advice.
