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Permanent

Paraplanner to Financial Adviser - London - £55K-£60K Base + bonus, benefits,full training

Financial Divisions
London
money-bag £55000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130553426

Our client is a highly respected, prestigious wealth management and family office, serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe.If you''re ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market.The OpportunityAs an experienced Paraplanner, you''ll already have a reputation for delivering high-quality, relationship-led support. In this role, you''ll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role.This is not a back-office role. You''ll be actively involved in client meetings, helping to formulate recommendations and gaining real visibility across complex client relationships.The RoleSuitability report writing - clear, compliant, technically robustTechnical research across pensions, investments, protection, and tax planningSupporting Advisers in building tailored financial plansCashflow modelling and long-term planning analysisAssisting with complex cases and acting as a technical point of contactWorking closely with Advisers and Administrators to deliver a seamless client experienceWhat They''re Looking ForPrevious ..... full job details .....

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