Paraplanner to Financial Adviser - London/Hybrid - £40,000 - £45,000 + Bonus + Clients Provided
About the role
Kickstart Your Advising Career
Are you a Diploma-qualified Paraplanner looking for a genuine route into financial advice?
This is an exceptional opportunity to join a growing, fully independent financial planning firm that specialises in providing high-quality advice to affluent and high-net-worth clients. With a proven track record of developing successful Financial Advisers, the business offers a structured pathway from paraplanning into a client-facing advisory role.
If you're ambitious, technically capable and ready to take the next step in your financial planning career, we'd love to hear from you.
The Opportunity
You'll initially join as a Paraplanner, working closely with experienced advisers and gaining exposure to all aspects of the financial planning process before transitioning into an advisory position.
The business manages approximately £200 million of client assets and continues to grow significantly year-on-year, providing excellent opportunities for ambitious individuals looking to build a long-term career.
What's in it for you?
- Clear and structured progression from Paraplanner to Financial Adviser
- Comprehensive training, mentoring and ongoing development
- Clients, leads and referrals provided as you transition into advice
- Opportunity to work with affluent and high-net-worth clients
- Average client ...
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