Full job descriptionThe Firm:
A rare and exciting opportunity has arisen as part of our client’s growth and expansion plans. They have recently moved into large, fully serviced, beautiful offices in London. The role sits within an established Chartered business that is mid-sized and rapidly expanding due to repeat business and referrals.
This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business. This opportunity involves working alongside a retiring Adviser who is currently undertaking succession planning and is looking for an enthusiastic Paraplanner who would like the opportunity to take over an established client bank within a relatively short period.


The Opportunity:
This client comprises a close-knit and well-established team, including a number of experienced Advisers. They have a highly successful client base consisting predominantly of High Net Worth individuals with assets ranging from £1 million to £20 million and beyond.


Experience & Skills Required
• 3+ years’ experience in Wealth Management as a Paraplanner within a client-facing role
• Excellent relationship-building skills, with the confidence to engage with mass affluent and HNW clients
• Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions


Career Development
This is an ideal role for a developing Paraplanner looking for a route into Financial Advice. Key traits for success include being ambitious, proactive, and eager to learn within a supportive and structured environment.
Full training and support will be provided to develop any technical aspects of working with High Net Worth clients. Our client has an outstanding track record of developing its people and enjoys exceptionally low staff turnover.
You’ll also have opportunities to:
• Attend networking events
• Build new business relationships
• Contribute to the long-term growth strategy of the practice
• Develop into an Adviser through a structured succession plan


This is a genuine career-building role with a clear pathway to future success.


If you’re looking for a firm where your expertise is valued, your development is actively supported, and your career ambitions are encouraged, I’d love to speak with you.


Apply now or contact me directly for a confidential conversation.


lauraw at financialdivisions