At a Glance
- Tasks: Prepare financial reports and recommendations while collaborating with experienced advisers.
- Company: Respected financial planning firm in London with a focus on developing future advisers.
- Benefits: Competitive salary, hybrid working, ongoing support for qualifications, and mentoring.
- Other info: Structured career path with regular development reviews and client-facing opportunities.
- Why this job: Join a supportive team and pave your way to becoming a Financial Adviser.
- Qualifications: 1-2 years' paraplanning experience and working towards Level 4 Diploma in Financial Planning.
The predicted salary is between 38000 - 43000 £ per year.
Location: London (Hybrid Working Available)
Salary: £38,000 – £43,000 + Benefits
Are you a Paraplanner who sees paraplanning as a stepping stone rather than a long-term destination? Our client, a highly respected and growing financial planning firm based in London, is seeking an ambitious Paraplanner who is looking for a clear and supported pathway into a Financial Adviser role within the next 18 months to 3 years. This is an excellent opportunity to join a forward-thinking wealth management business that is committed to developing future advisers from within. You will work closely with experienced advisers and senior leadership, receiving hands-on training, mentoring, and exposure to client-facing responsibilities as you progress.
The Opportunity
- Prepare suitability reports and financial planning recommendations.
- Conduct research across pensions, investments, protection, and retirement planning.
- Work closely with experienced Financial Advisers on client cases.
- Receive structured training and mentoring to support your transition into advice.
- Gain increasing involvement in client meetings and relationship management as your development progresses.
- Follow a clearly defined progression plan with regular development reviews.
About You
- 1-2+ years' experience in a Paraplanning role within a financial planning or wealth management firm.
- Working towards the Level 4 Diploma in Financial Planning (or equivalent).
- Ideally 3-4 exams completed, although this is not essential.
- Strong report writing and technical research skills.
- Ambitious, professional, and committed to becoming a Financial Adviser in the future.
- Excellent communication and interpersonal skills.
What's on Offer?
- Salary of £38,000 - £43,000 depending on experience and qualifications.
- Structured career path into Financial Advice.
- Ongoing support with professional qualifications.
- Hybrid working arrangements.
- Regular mentoring from experienced advisers and senior management.
- Opportunity to join a supportive and highly regarded wealth management business with a strong reputation and loyal client base.
This role would suit a motivated Paraplanner who is looking for more than just another technical position and wants a genuine opportunity to build a long-term career as a Financial Adviser. To find out more, please apply in confidence.
Paraplanner - Clear Route to Financial Adviser in City of London employer: mbf
Join a highly respected financial planning firm in London that prioritises the growth and development of its employees. With a clear pathway to becoming a Financial Adviser, you will benefit from structured training, ongoing mentoring, and a supportive work culture that values ambition and professional development. Enjoy the flexibility of hybrid working while being part of a forward-thinking team dedicated to nurturing future advisers.
