Paraplanner to Adviser - London - Up to £40,000 + Full Study Support
Join a Leading Wealth Management Firm as a Paraplanner
Career Progression: Clear path to becoming a Financial Adviser
Are you a meticulous and motivated financial services professional ready to take the next big step in your career?
We are working with a prestigious and forward-thinking wealth management firm based in Southwest London that is looking to expand its team with a Paraplanner who is passionate about financial planning and eager to progress into an Adviser role.This is more than just a Paraplanning role — it’s a launchpad to your future as a Financial Adviser.
?? What You’ll Be Doing: Collaborating closely with experienced Financial Planners to support the full advice journeyAttending client meetings and helping deliver a truly client-centric experienceConducting in-depth research and recommending financial solutions tailored to individual needsReviewing investment portfolios, rebalancing assets, and refining fund strategiesEnsuring accurate and compliant implementation of financial advice
�? Why This Role is a Game-Changer: Clear career pathway to Adviser - with hands-on mentoring and structured developmentFull exam and study support - including paid study time and materialsWork with a highly respected team in a collaborative and positive environmentDirect exposure to high-net-worth clients and complex planning scenariosBe part of a firm that truly invests in your long-term success
�? About You: Previous experience in a Paraplanning or similar technical financial planning roleProgress toward (or completion of) Level 4 Diploma in Financial PlanningA proactive mindset with excellent attention to detail and a genuine passion for client outcomesStrong research and report-writing skills and eagerness to learn, grow, and move into an Adviser position.
Sound like the opportunity you’ve been waiting for?
Contact Ursula Sloan for a confidential conversation.
Recommended Jobs
Assistant Manager at The Old Frizzle, Wimbledon
Our fantastic i ndependent local in Wimbledon - The Old Frizzle, is looking for an Assistant Manager. OTE £35,920 - £38,920. We're on the hunt for a lively and authentic Assistant Manager to jo…
Project Manager- Heritage, Higher Education and Life Sciences.
Are you a Project Manager with good all-round experience across heritage, scientific, higher education projects looking for that next step in your career? You could be project managing some of the U…
Senior Waste Water Modeller
My client, a market leading UK based Consultancy, is searching for an experienced Senior Waste Water Modeller who specialises in Hydraulic Modelling using Infoworks ICM to join their friendly and supp…
Project Manager
WB Power Services is growing fast—and we’re looking for an experienced Project Manager or Senior Project Manager to join our expanding Projects team. This is an exciting opportunity to take the lead o…
Damp and Mould Surveyor
Damp and Mould Surveyor East London £50K Repairs & Maintenance Daniel Owen are proud to be representing a leading Housing Company in the East London area who are looking for a brand new Su…
Junior Customer Experience Specialist, UK
Hello! I'm Millie, and I lead CX at Aphex () ☺️ One of the things I love most about our team is how lucky we are to sit right at the heart of everything - connecting our product development engine wi…
Driver for catering goods
Daniel Owen work Agency are looking for driver to drive a transit van, delivering catering goods to 4 or 5 sites across the WLNT contracts. You will start and finish at St Bernards Hospital in Sou…
Sous Chef - London
Sous Chef - London Senior Wok Chef We've come a long way since our founders Saiphin and Alex opened their first restaurant, but we till have the same goal; to be the best Thai restaurant grou…
Chemistry Opportunity - Supportive School - Ealing
Calling all passionate Chemistry Teachers! We are seeking an enthusiastic and dedicated Chemistry Teacher to join a supportive and well-resourced Science department at a progressive school in Wes…
Recruitment Consultant Education sector
Recruitment Consultant (Education Sector) 30-35k plus 20% commission Remote role Are you an experienced Recruiter with a true “Hunter” mentality and focus? Are you experienced from with…