Paraplanner – Step Into an Adviser Role, Near St Albans, Up to £60,000 (DOE) + bonus + benefits
other jobs Financial Divisions
Added before 9 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £55,000 - £60,000 per annum
Job Description:
Location: Near St Albans, Hertfordshire
Salary: Uto £60,000 (DOE) + bonus + benefits
Client Bank: Approx. £30m AUM
An excellent opportunity for an experienced Paraplanner ready to progress into an Independent Financial Adviser role.
Due to the upcoming retirement of a senior adviser, you will receive structured support transitioning into advice alongside the handover of a high-quality client portfolio of circa £30m AUM. This provides a strong foundation of ongoing relationships and recurring income while developing your advisory career.
You will join a well-established, ethical independent wealth management firm with full paraplanning and administrative support, allowing you to focus on building client relationships and delivering holistic financial planning.
About You
*Experienced Paraplanner within an IFA or Wealth Management firm
*Level 4 Diploma in Regulated Financial Planning
*Strong technical knowledge across pensions and investments
*Ambitious and keen to progress into an advisory role
*Excellent communication and relationship-building skills
What’s on Offer
*Salary Up to £60,000 (DOE) + bonus
*Clear pathway into an Adviser role
*Client bank inheritance (£30m AUM)
*Full paraplanning and admin support
*Long-term career progression within a respected firm
To apply, please contact:
Sam at Financial Divisions
Salary: Uto £60,000 (DOE) + bonus + benefits
Client Bank: Approx. £30m AUM
An excellent opportunity for an experienced Paraplanner ready to progress into an Independent Financial Adviser role.
Due to the upcoming retirement of a senior adviser, you will receive structured support transitioning into advice alongside the handover of a high-quality client portfolio of circa £30m AUM. This provides a strong foundation of ongoing relationships and recurring income while developing your advisory career.
You will join a well-established, ethical independent wealth management firm with full paraplanning and administrative support, allowing you to focus on building client relationships and delivering holistic financial planning.
About You
*Experienced Paraplanner within an IFA or Wealth Management firm
*Level 4 Diploma in Regulated Financial Planning
*Strong technical knowledge across pensions and investments
*Ambitious and keen to progress into an advisory role
*Excellent communication and relationship-building skills
What’s on Offer
*Salary Up to £60,000 (DOE) + bonus
*Clear pathway into an Adviser role
*Client bank inheritance (£30m AUM)
*Full paraplanning and admin support
*Long-term career progression within a respected firm
To apply, please contact:
Sam at Financial Divisions
Job number 3526409
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Company Details:
Financial Divisions
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