At a Glance
- Tasks: Join as a paraplanner, transition to an advisory role in 15 months with client support.
- Company: Reputable London financial planning firm focused on developing internal advisers.
- Benefits: Salary up to £45,000, full study support, hybrid work, and mentoring.
- Other info: Exciting opportunity for growth in a supportive environment.
- Why this job: Fast-track your career in financial advice with structured support and real client interaction.
- Qualifications: Level 4 Diploma qualified or working towards it, with some financial planning experience.
The predicted salary is between 38000 - 45000 £ per year.
Clear Route into Advice
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 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.
