Paraplanner (SJP) to Adviser - London - £65k - £70k + Bonus + Benefits + Equity
Are you a client-facing Paraplanner within an St James''s Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression?Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role.This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time.This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth.You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time.Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on ..... full job details .....
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