Job Description
Location: Near St Albans, Hertfordshire
Salary: Uto £60,000 (DOE) + bonus + benefits
Client Bank: Approx. £30m AUM
An excellent opportunity for an experienced Paraplanner ready to progress into an Independent Financial Adviser role.
Due to the upcoming retirement of a senior adviser, you will receive structured support transitioning into advice alongside the handover of a high-quality client portfolio of circa £30m AUM. This provides a strong foundation of ongoing relationships and recurring income while developing your advisory career.
You will join a well-established, ethical independent wealth management firm with full paraplanning and administrative support, allowing you to focus on building client relationships and delivering holistic financial planning.
About You
* Experienced Paraplanner within an IFA or Wealth Management firm
* Level 4 Diploma in Regulated Financial Planning
* Strong technical knowledge across pensions and investments
* Ambitious and keen to progress into an advisory role
* Excellent communication and relationship-building skills
What’s on Offer
* Salary Up to £60,000 (DOE) + bonus
* Clear pathway into an Adviser role
* Client bank inheritance (£30m AUM)
* Full paraplanning and admin support
* Long-term career progression within a respected firm
To apply, please contact:
Sam at Financial Divisions