Paraplanner to Trainee Financial Adviser – Clients Provided Central London £50,000 + bonus
other jobs Financial Divisions
Added before 11 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Paraplanner to Trainee Financial Adviser – Clients Provided
Central London
£50,000 + bonus | Excellent benefits & progression
A structured and supported pathway from Paraplanner to Adviser.
Following another outstanding year of growth, this Chartered Financial Planning firm is expanding its advisory pipeline and is seeking a Junior Paraplanner with clear ambitions to become a Financial Adviser.
The firm advises HNW and UHNW individuals and families, offering holistic financial planning including estate planning, trusts, and wills, and is widely recognised for its client-friendly, non-jargon approach.
The Role
This is a development-led position, designed to transition a Paraplanner into an Adviser role with:
*Attendance at all client meetings
*On-the-job adviser training and exposure
*Support with fact-finding, suitability, and advice delivery
*A long-term plan to inherit a client bank
Requirements
*Around 18 months’ Paraplanning experience
*Working towards the Level 4 Diploma
*Experience writing suitability reports
*Exposure to product research
*Strong communication skills and adviser potential
Benefits
*£50,000 basic + bonus
*Clients provided
*Hybrid working (4 days office 3 days)
*Exceptional training and mentoring
*Clear, realistic progression into advice
Please send your CV or contact us for a confidential discussion.
Central London
£50,000 + bonus | Excellent benefits & progression
A structured and supported pathway from Paraplanner to Adviser.
Following another outstanding year of growth, this Chartered Financial Planning firm is expanding its advisory pipeline and is seeking a Junior Paraplanner with clear ambitions to become a Financial Adviser.
The firm advises HNW and UHNW individuals and families, offering holistic financial planning including estate planning, trusts, and wills, and is widely recognised for its client-friendly, non-jargon approach.
The Role
This is a development-led position, designed to transition a Paraplanner into an Adviser role with:
*Attendance at all client meetings
*On-the-job adviser training and exposure
*Support with fact-finding, suitability, and advice delivery
*A long-term plan to inherit a client bank
Requirements
*Around 18 months’ Paraplanning experience
*Working towards the Level 4 Diploma
*Experience writing suitability reports
*Exposure to product research
*Strong communication skills and adviser potential
Benefits
*£50,000 basic + bonus
*Clients provided
*Hybrid working (4 days office 3 days)
*Exceptional training and mentoring
*Clear, realistic progression into advice
Please send your CV or contact us for a confidential discussion.
Job number 3233902
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metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
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