Job Description
Location: Croydon (Office-based, Monday to Friday)
Salary: £45,000 – £60,000 (Dependent on Experience)
Job Type: Full-Time, Permanent
Diploma Qualified Paraplanner Ready to Step Up?
An established and highly regarded Independent Financial Advice firm in Croydon is seeking a Diploma-qualified Senior Paraplanner or Junior Financial Adviser to transition into a fully client-facing Wealth Planner role. This is a genuine career opportunity offering structured progression, an existing client bank and a clear route towards becoming an established Independent Financial Adviser with your own portfolio.
This position is ideal for an ambitious Level 4 qualified financial planning professional looking to move from technical report writing into advising, with full mentoring and support from experienced Wealth Managers.
The Opportunity
You will work closely with Senior Advisers, gradually inheriting and supporting an existing portfolio of clients while developing your own client base. Initially office-based in Croydon Monday to Friday, the role offers long-term flexibility once you are fully established as an Adviser.
This is not a cold-start advisory position. You will benefit from:
• An existing client bank of 100+ live clients
• Approximately £15m in Assets Under Management to support your advisory track record
• A structured transition plan from paraplanning to advising
• Ongoing mentoring from experienced Wealth Managers
Key Responsibilities
• Design and deliver holistic financial planning solutions for high-net-worth individuals and business owners
• Provide advice across pensions, investments, retirement planning, protection, tax planning and estate planning
• Prepare and present suitability reports in line with FCA regulations
• Attend and lead client meetings, building long-term trusted relationships
• Manage ongoing client reviews, retention and servicing
• Maintain high compliance and regulatory standards
• Develop and grow your own client portfolio over time
Client Focus
The firm provides comprehensive independent financial advice including:
• Pension planning & retirement advice
• Investment management
• Protection planning
• Estate & inheritance tax planning
• Corporate and employee benefits advice
About You
• Diploma in Regulated Financial Planning (Level 4 Qualified)
• Currently a Senior Paraplanner or Junior IFA ready to become client-facing
• Strong technical knowledge across pensions, investments and tax-efficient planning
• Confident communicator with the ability to explain complex advice clearly
• Motivated by progression towards Chartered Financial Planner status
• Comfortable working office-based in Croydon
What’s On Offer
• Basic salary up to £60,000 (DOE)
• Clear pathway to becoming a fully established Independent Financial Adviser
• Inherited client bank and Assets Under Management
• Full study support towards Chartered status
• Supportive, collaborative advice team
• Long-term career progression within a growing Wealth Management firm
Why Apply?
This role offers the rare opportunity to step into advising with real structure, real clients and real assets — without the pressure of building everything from scratch. If you are technically strong but ready to take ownership of client relationships and develop as a Wealth Planner, this is an ideal next step in your Financial Services career.
To apply for this Croydon-based Independent Financial Adviser role, please send your CV to Ryan at Financial Divisions.