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Permanent

Paraplanner to Trainee Financial Adviser - Clients Provided Central London £50,000 + bonus

London
money-bag 45000.00-45000.00 Annual
3085446231
Posted Today

Paraplanner to Trainee Financial Adviser - Clients Provided Central London £50,000 + bonus Excellent benefits and progressionA 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 RoleThis is a development-led position, designed to transition a Paraplanner into an Adviser role with:Attendance at all client meetingsOn-the-job adviser training and exposureSupport with fact-finding, suitability, and advice deliveryA long-term plan to inherit a client bankRequirementsAround 18 months'' Paraplanning experienceWorking towards the Level 4 DiplomaExperience writing suitability reportsExposure to product researchStrong communication skills and adviser potentialBenefits£50,000 basic + bonusClients providedHybrid working (4 days office 3 days)Exceptional training and mentoringClear, realistic progression into advicePlease send your CV or contact us for a confidential discussion.

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