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Permanent

Paraplanner to Junior Adviser

London
money-bag 45000.00-45000.00 Annual
3161809248
Posted Today

Paraplanner to Junior Adviser - London Title: Paraplanner to Junior Adviser Clear Route into Advice London Up to £45,000 Location: London (hybrid) Salary: £38,000 - £45,000 plus bonus, full study support and benefits The opportunity Most paraplanning roles promise a route into advice. Very few put a timeline on it. This one does. You''ll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you''ll build a bank from scratch. The firm A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made. How the role works Months 1-9: paraplanning and grounding You''ll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You''ll sit in on client meetings from early on - first observing, then contributing. Months 9-15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop. From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself. What ..... full job details .....

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