Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time.
This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser.
The Opportunity
You’ll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you’ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future.
This isn’t just a back-office role – as a Paraplanner, you’ll be heavily involved in the advice process and given real visibility across client relationships.
The Role
*Writing clear, compliant, and technically robust suitability reports
*Conducting detailed research across pensions, investments, protection, and tax planning
*Supporting Advisers in building tailored financial plans
*Producing cashflow modelling and long-term planning analysis
*Assisting with complex cases and acting as a technical point of contact
*Working closely with Advisers and Administrators to deliver a seamless client experience
What They’re Looking For
*Previous experience as a Paraplanner within wealth management
*Level 4 Diploma in Financial Planning (essential)
*Strong technical knowledge across core advice areas
*Experience with report writing and cashflow modelling
*Good understanding of compliance and regulatory requirements
*Someone organised, detail-focused and keen to develop
Progress towards Chartered status would be a big plus, but not essential.
What’s On Offer
*Salary to £52,000
*Discretionary bonus
*Pension and full benefits package
*Structured progression into an Advisory role
*Ongoing support with further qualifications
*A stable, well-regarded firm with a strong client base
Why This Role?
Opportunities offering a genuine route from Paraplanner to Adviser – with the right support, client exposure, and structure – are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice.
If this role is of interest, please send your CV to Harry at Financial Divisions