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 journey
Attending client meetings and helping deliver a truly client-centric experience
Conducting in-depth research and recommending financial solutions tailored to individual needs
Reviewing investment portfolios, rebalancing assets, and refining fund strategies
Ensuring 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 development
Full exam and study support - including paid study time and materials
Work with a highly respected team in a collaborative and positive environment
Direct exposure to high-net-worth clients and complex planning scenarios
Be part of a firm that truly invests in your long-term success

? About You:
Previous experience in a Paraplanning or similar technical financial planning role
Progress toward (or completion of) Level 4 Diploma in Financial Planning
A proactive mindset with excellent attention to detail and a genuine passion for client outcomes
Strong 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.