Paraplanner / Junior Financial Adviser

Job Details

Reference ID 781
Vacancy Location London
Job sector
Job type
Remuneration Salary of circa £35,000 based on experience


Are you a current Paraplanner
with aspirations to become a Financial Adviser within a well regarded wealth
management firm?

In this Paraplanner role, you
will initially spend 4 days per week providing paraplanning support to their
Senior Financial Advisers. You will be able to devote the other 1 day per week to
identifying and building your client portfolio. Any clients you obtain will be yours,
but the business will be written by an approved Financial Adviser with a fee
split agreed between you.

This arrangement will enable you
to develop your client bank, ready for when you are signed off as a Financial
Adviser. In addition, by shadowing their Senior Financial Advisers you will
have firsthand knowledge of how to operate effectively as an Adviser.

The timescale of progression from
Paraplanner to Financial Adviser is dependent on how quickly you can build a
client bank to justify the transition to full-time Financial Adviser. Our client
has an individual in the business who joined in this same position a year ago
and is now close to being ready.

Once transitioned to full
Adviser, the business would continue to support you through feeding you
acquired clients to service, providing back office support and continued

The Company

A highly regarded wealth
management firm offering advice to private and corporate clients. The business
has been successful in continuing to grow year on year through their excellent
training and development provided to their ambitious staff, who continue to

Paraplanner Requirements

  • You should be a current Paraplanner with ambitions to become a
    Financial Adviser
  • You should hold your full Diploma in Financial Planning (or equivalent)
    or close to achieving this
  • You should be proactive to network and generate clients

Paraplanner Benefits

  • Salary of circa £35,000 dependent upon experience
  • Plus bonuses based on business written from clients you sourced
  • Hybrid working with your time spent between your home and their
    office in London (near Farringdon)
  • Dynamic environment with great team working ethic


Home Counties

Call us now on 0208 0044 154 or
click Apply

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