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Permanent

Paraplanner to Financial Adviser - Clear Career Progression - London - Hybrid - to £65,000

London
money-bag 60000.00-60000.00 Annual
3085437389
Posted Today

Our client, a growing wealth management firm in London is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager.This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver - a genuine pathway into a Financial Adviser role once you''ve developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home.The OpportunityIn this role, you''ll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you''ll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained.You''ll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career.The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process.The RoleAs a Paraplanner, you''ll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships.On the technical side, you''ll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models and reviewing client risk profil

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