Trainee Paraplanner

JUNIOR PARAPLANNER (Route through to Adviser)

Central London

Salary: Up to £35,000 + Bonus + Clients Provided

The Opportunity

• Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
• Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan.
• Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
• Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
• Average client portfolio of around £800,000.
• Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists.
• Full administration support provided once advising, allowing you to focus on clients once up and running.
• Clients, leads and referrals provided as you transition into the role.

About you:

• A minimum 12 months experience as a Paraplanner, currently studying level 4 Diploma.
• Good technical knowledge acro...