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

JUNIOR PARAPLANNER (Route through to Adviser)

Central London

Salary: Up to £35,000 + Bonus + Clients Provided

The Opportunity

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

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