An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role.
This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment.
The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time.
This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12–18 months depending on performance, competency and qualifications.
The Opportunity
You will gain exposure to:
* High-net-worth private clients
* Pension, investment and holistic financial planning strategies
* Cashflow modelling and technical analysis
* Client meetings and relationship management
* A personalised, relationship-led wealth management environment
* A structured route towards becoming a Financial Adviser with book provided
Key Responsibilities
* Preparing suitability reports and recommendation letters
* Conducting technical research across pensions, investments and protection
* Supporting advisers with financial planning strategies
* Preparing for and attending client meetings
* Maintaining compliant client records and documentation
* Liaising with providers and platforms
* Producing cashflow modelling and financial analysis
* Supporting ongoing client servicing and annual reviews
Candidate Profile
Applicants should demonstrate:
* Current paraplanning or technical financial planning experience
* Strong technical knowledge across pensions and investments
* Experience operating within an FCA regulated environment
* Excellent written and verbal communication skills
* A genuine ambition to progress into a Financial Adviser role
* Strong interpersonal skills and emotional intelligence
* Commercial awareness and an entrepreneurial mindset
Desirable:
* Level 4 Diploma in Regulated Financial Planning (completed or in progress)
* Previous exposure to client meetings
* Experience using cashflow modelling tools
* Package
* £40,000 – £43,000 basic salary (flexible for the right individual)
* Bonus scheme
* Benefits package
* Hybrid working
* Genuine progression into advising
* Supportive and collaborative working culture
This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.