Paraplanner – Route to Adviser

Position: Paraplanner – Route to Adviser Salary to £52,000  Bonus  Benefits
Our client is a highly respected, long-established wealth management firm in London, 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 Opportunity You’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 Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They’re Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas

Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What’s On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base

Why This Role?

Opportunities offering a genuine route from Paraplanner to Adviser – with the right support, client exposure, and structure – are still relatively rare.

This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Laura at Financial Divisions