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Permanent

Paraplanner -Progression to Financial Adviser -London/Hybrid - to £80,000 + Bonus + Benefi

London
money-bag 75000.00-75000.00 Annual
3088858049
Posted Today

This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning - but also wants a genuine, structured pathway into becoming a Financial Adviser.The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships.This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity.The OpportunityYou''ll join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager.You''ll play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role.This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities.Key ResponsibilitiesProducing detailed research, analysis and financial planning recommendations Building complex cashflow models to support long-term client strategy Writing high-quality suitability reports and technical planning documents Su

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