Paraplanner to Trainee Financial Adviser – Clients Provided Central London £, + bonus in London - Financial Divisions

Paraplanner to Trainee Financial Adviser – Clients Provided

Central London

£50,000 + bonus | Excellent benefits & progression

A structured and supported pathway from Paraplanner to Adviser.

Following another outstanding year of growth, this Chartered Financial Planning firm is expanding its advisory pipeline and is seeking a Junior Paraplanner with clear ambitions to become a Financial Adviser.

The firm advises HNW and UHNW individuals and families, offering holistic financial planning including estate planning, trusts, and wills, and is widely recognised for its client-friendly, non-jargon approach.

The Role

This is a development-led position, designed to transition a Paraplanner into an Adviser role with:

• Attendance at all client meetings
• On-the-job adviser training and exposure
• Support with fact-finding, suitability, and advice delivery
• A long-term plan to inherit a client bank

Requirements

• Around 18 months’ Paraplanning experience
• Working towards the Level 4 Diploma
• Experience writing suitability reports
• Exposure to product research
• Strong communication skills and adviser potential

Benefits

• £50,000 basic + bonus
• Clients provided
• Hybrid working (4 days office 3 days)
• Exceptional training and mentoring
• Clear, realistic progression into advice

Please send your CV or contact us for a confidential discussion.