Paraplanner to Junior Adviser

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 we're looking for

• Level 4 Diploma qualified, or part qualified and actively working towards it
• Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure
• Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients
• Strong written communication and the personal skills to build client relationships
• Willingness to commit to the study alongside the day job

What's on offer

• Salary up to £45,000, reviewed on transition into advice
• Full study support - exam fees, materials and study leave
• Structured mentoring from experienced planners, not a sink-or-swim handover
• Bonus and full benefits package
• Hybrid working

Why this one is worth a look

The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.