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Paraplanner to Adviser – City of London (Hybrid: 3 days WFH) – £40-45k + Exceptional Benefits

May 29, 2026 by

Paraplanner to Adviser - City of London (Hybrid: 3 days WFH)


Location:

Job Ref: US

Salary: £40-45k + Exceptional Benefits

Work From Home option: Yes


Are you an ambitious Paraplanner with at least one year of basic paraplanning experience and a desire to grow into a Financial Adviser role over time? This is a fantastic opportunity to join a highly respected Wealth Management firm offering a structured, long‑term pathway to becoming an Adviser (typically 4+ years), without requiring Diploma qualifications at entry.

The Role

You’ll join a collaborative, well‑supported paraplanning team responsible for producing high‑quality suitability reports and providing technical support to a group of 12 advisers. This is a “slow burn” development role—ideal for someone who wants to build deep technical expertise and progress at a sustainable pace.

What you’ll need:

  • Minimum 1 year of basic paraplanning experience
  • Experience producing suitability reports
  • Level 4 diploma qualified (or very close to)
  • A proactive, detail‑driven approach and a genuine interest in long‑term career development

Why Join?

This role is perfect for someone who wants to build a long‑term career in wealth management, surrounded by supportive colleagues, excellent benefits, and a clear pathway to becoming an Adviser. You’ll gain exposure to a wide range of cases, develop your technical expertise, and grow at a pace that sets you up for lasting success.

Please send your CV to ursulasloan@financialdivisions.co.uk

Paraplanner to Adviser - London - (US)

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