Paraplanner to Adviser - Hybrid: WFH
London, Greater London, W1B, England, UK
Listed on 2026-06-14
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Are you an ambitious Paraplanner with at least one year of basic paraplanning experience and a desire to grow into a Financial Adviser role over time? This is a fantastic opportunity to join a highly respected Wealth Management firm offering a structured, long-term pathway to becoming an Adviser (typically 4+ years), without requiring Diploma qualifications at entry.
The RoleYou’ll join a collaborative, well-supported paraplanning team responsible for producing high-quality suitability reports and providing technical support to a group of 12 advisers. This is a "slow burn" development role‑ideal for someone who wants to build deep technical expertise and progress at a sustainable pace.
What you’ll need:- Minimum 1 year of basic paraplanning experience
- Experience producing suitability reports
- Level 4 diploma qualified (or very close to)
- A proactive, detail‑driven approach and a genuine interest in long‑term career development
This role is perfect for someone who wants to build a long‑term career in wealth management, surrounded by supportive colleagues, excellent benefits, and a clear pathway to becoming an Adviser. You’ll gain exposure to a wide range of cases, develop your technical expertise, and grow at a pace that sets you up for lasting success.
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