Overview
JUNIOR Paraplanner; Route to Adviser Clients Jobs in Central London, UK at Financial Divisions
Position: JUNIOR PARAPLANNER (Route through to Adviser Up to £35,000 Bonus Clients
JUNIOR PARAPLANNER (Route through to Adviser) Central London Salary:
Up to £35,000 Bonus Clients Provided The Opportunity Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan. Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. 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).
Average client portfolio of around £800,000. Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists. Full administration support provided once advising, allowing you to focus on clients once up and running. Clients, leads and referrals provided as you transition into the role.
About you:
A minimum 12 months’ experience as a Paraplanner, currently studying level 4 Diploma. Good technical knowledge across pensions, investments and financial planning. Confident communicator who enjoys building relationships with clients. Ambitious, proactive and looking to build a long-term career in financial advice. Pleased, send your CV to Jim at Financial Divisions.
Title: JUNIOR Paraplanner; Route to Adviser Clients
Company: Financial Divisions
Location: Central London, UK
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