Paraplanner - Route to Adviser - Sutton - Salary to £52,000 + Bonus + Benefits
Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time.This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser.The OpportunityYou''ll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you''ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future.This isn''t just a back-office role - as a Paraplanner, you''ll be heavily involved in the advice process and given real visibility across client relationships.The RoleWriting clear, compliant, and technically robust suitability reportsConducting detailed research across pensions, investments, protection, and tax planningSupporting Advisers in building tailored financial plansProducing cashflow modelling and long-term planning analysisAssisting with complex cases and acting as a technical point of contactWorking closely with Advisers and Administrators to deliver a seamless client experienceWhat They''re Looking ForPrevious experience as a Paraplanner within wealth managementLevel 4 Diploma in Financial Planning (essential)Strong technical knowledge across core advice areasExperien
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