JUNIOR PARAPLANNER (Route through to Adviser), Central London, Up to £35,000 + Bonus + Clients Provided

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JUNIOR PARAPLANNER (Route through to Adviser), Central London, Up to £35,000 + Bonus + Clients Provided

Location: Central London

Job Ref: JM

Salary: Up to £35,000 + Bonus

Work From Home option: Yes

The Opportunity

  • Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
  • Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan.
  • Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
  • Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
  • Average client portfolio of around £800,000.
  • Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists.
  • Full administration support provided once advising, allowing you to focus on clients once up and running.
  • Clients, leads and referrals provided as you transition into the role.

 

About you:

  • A minimum 12 months’ experience as a Paraplanner, currently studying level 4 Diploma.
  • Good technical knowledge across pensions, investments and financial planning.
  • Confident communicator who enjoys building relationships with clients.
  • Ambitious, proactive and looking to build a long-term career in financial advice.

 

CV to jim.m@financialdivisions.co.uk

Junior Paraplanner - London - (JM)

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