Paraplanner to Junior Adviser - London
Title: Paraplanner to Junior Adviser Clear Route into Advice London Up to £45,000
Location: London (hybrid) Salary: £38,000 - £45,000 plus bonus, full study support and benefits
The opportunity
Most paraplanning roles promise a route into advice. Very few put a timeline on it.
This one does. You'll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you'll build a bank from scratch.
The firm
A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made.
How the role works
Months 1-9: paraplanning and grounding You'll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You'll sit in on client meetings from early on - first observing, then contributing.
Months 9-15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop.
From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself.
What we're looking for
- Level 4 Diploma qualified, or part qualified and actively working towards it
- Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure
- Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients
- Strong written communication and the personal skills to build client relationships
- Willingness to commit to the study alongside the day job
What's on offer
- Salary up to £45,000, reviewed on transition into advice
- Full study support - exam fees, materials and study leave
- Structured mentoring from experienced planners, not a sink-or-swim handover
- Bonus and full benefits package
- Hybrid working
Why this one is worth a look
The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.
Paraplanner to Junior Adviser in London employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
