At a Glance
- Tasks: Prepare reports and recommendations while collaborating with experienced Financial Advisers.
- Company: Respected financial planning firm in London with a supportive culture.
- Benefits: Salary of £38,000 - £43,000, hybrid working, and structured career progression.
- Other info: Ideal for ambitious individuals seeking a long-term career in financial advice.
- Why this job: Gain hands-on training and mentorship to become a Financial Adviser within 18 months to 3 years.
- Qualifications: 1-2+ years in Paraplanning and working towards Level 4 Diploma in Financial Planning.
The predicted salary is between 38000 - 43000 £ per year.
Location: London (Hybrid Working Available)
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.
You will work closely with experienced advisers and senior leadership, receiving hands-on training, mentoring, and exposure to client-facing responsibilities as you progress.
- 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.
- Follow a clearly defined progression plan with regular development reviews.
Requirements:
- 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).
- Strong report writing and technical research skills.
- Ambitious, professional, and committed to becoming a Financial Adviser in the future.
Salary of £38,000 - £43,000 depending on experience and qualifications. Structured career path into Financial Advice. Hybrid working arrangements. 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.
Paraplanner/Financial Planning Assistant in City of London employer: mbf
Join a highly respected financial planning firm in London that prioritises your career growth and development. With a clear pathway to becoming a Financial Adviser, you will benefit from hands-on training, mentoring from experienced professionals, and a supportive work culture that values ambition and commitment. Enjoy the flexibility of hybrid working while being part of a dynamic team dedicated to making a meaningful impact in clients' financial lives.
