Paraplanner to Adviser

Location: City of London

Job Ref: LW

Salary: Salary £60k

Work From Home option:

Paraplanner to Adviser from Day 1 – Succession Opportunity + Equity

Salary £60k + Bonus and Benefits

Location: London

Are you a client-facing Paraplanner frustrated with the lack of clear progression in your current role, or the fact you’re not being given real exposure to clients despite having the experience and capability to do so?

This is an incredibly rare opportunity with a boutique Wealth Management firm based in the City, offering a clear long-term succession pathway, equity in the business, and the opportunity to step into an advisory role and ultimately take ownership of an established client base and run the business over time.

This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth.

You will work directly alongside a umber of Senior Financial Advisers, supporting on all aspects of client work while being fully embedded in client relationships from day one, not sat behind the scenes. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time.

The Role

• Work directly on client relationships and ongoing planning
• Attend client meetings and act as a key point of contact
• Prepare meeting packs and support cashflow modelling (Voyant)
• Build relationships with HNW/UHNW clients and their families
• Develop relationships with the next generation of clients
• Gradually take ownership of long-standing client relationships

About You

• 3–5+ years’ experience in a client-facing Paraplanner role
• Level 4 Diploma in Regulated Financial Planning
• Ideally already client-facing or regularly exposed to clients
• Confident working with HNW/UHNW clients
• Strong interpersonal skills with the ability to build trusted long-term relationships
• Polished, professional, and commercially aware
• Keen to progress into a more senior, client-facing position over time

What’s On Offer

• £60,000 base salary + bonus
• Genuine succession pathway into ownership of a client book and the business
• Full client exposure from day, with full support

This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships, trusted with real responsibility, and developed into a future owner of the business.

If you’re looking for a clear route into seniority, client ownership, and eventually taking over a high-quality client base, this is one of the most compelling opportunities in the market.

If this sounds like you, please get in touch today ! lauraw@financialdivisions.co.uk