Paraplanner - Step Into an Adviser Role, Near St Albans, Up to £60,000 (DOE) + bonus + ben
Location: Near St Albans, HertfordshireSalary: Uto £60,000 (DOE) + bonus + benefitsClient Bank: Approx. £30m AUMAn excellent opportunity for an experienced Paraplanner ready to progress into an Independent Financial Adviser role.Due to the upcoming retirement of a senior adviser, you will receive structured support transitioning into advice alongside the handover of a high-quality client portfolio of circa £30m AUM. This provides a strong foundation of ongoing relationships and recurring income while developing your advisory career.You will join a well-established, ethical independent wealth management firm with full paraplanning and administrative support, allowing you to focus on building client relationships and delivering holistic financial planning.About YouExperienced Paraplanner within an IFA or Wealth Management firmLevel 4 Diploma in Regulated Financial PlanningStrong technical knowledge across pensions and investmentsAmbitious and keen to progress into an advisory roleExcellent communication and relationship-building skillsWhat''s on OfferSalary Up to £60,000 (DOE) + bonusClear pathway into an Adviser roleClient bank inheritance (£30m AUM)Full paraplanning and admin supportLong-term career progression within a respected firm To apply, please contact: Sam at Financial Divisions
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