Paraplanner - Clear Route to Financial Adviser
Paraplanner - Clear Route to Financial AdviserLocation: London (Hybrid Working Available)Salary: £38,000 - £43,000 + BenefitsAre you a Paraplanner who sees paraplanning as a stepping stone rather than a long-term destination?Our client, a highly respected and growing financial planning firm based in London, is seeking an ambitious Paraplanner who is looking for a clear and supported pathway into a Financial Adviser role within the next 18 months to 3 years.This is an excellent opportunity to join a forward-thinking wealth management business that is committed to developing future advisers from within. You will work closely with experienced advisers and senior leadership, receiving hands-on training, mentoring, and exposure to client-facing responsibilities as you progress.The OpportunityPrepare suitability reports and financial planning recommendations.Conduct research across pensions, investments, protection, and retirement planning.Work closely with experienced Financial Advisers on client cases.Receive structured training and mentoring to support your transition into advice.Gain increasing involvement in client meetings and relationship management as your development progresses.Follow a clearly defined progression plan with regular development reviews.About You1-2+ years'' experience in a Paraplanning role within a financial planning or wealth management firm.Working towards the Level 4 Diploma in Financial Planning (or equivalent).Ideally 3-4 exams completed, although ..... full job details .....
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