About

A highly prestigious Chartered Wealth Management firm based in the heart of the City is seeking an ambitious Paraplanner who is looking for a clear, structured route into an Adviser role.We have partnered with this firm for over eight years and know them to be an exceptional employer with a strong track record of developing paraplanners into successful, long-term advisers.The OpportunityThis is not a vague “maybe one day” progression role. Following a recent internal promotion, the firm is now actively investing in the next generation of advisers.You will work within the HNW and UHNW space, supporting senior City professionals, business owners and wealthy families, while being mentored day-to-day by one of the firm’s top-billing Wealth Managers.From the outset, you will:Provide high-level paraplanning support on complex HNW / UHNW casesSit in on client meetings and observe senior advisers in actionGain exposure to advanced investment strategies and cashflow modellingWork closely with an experienced Wealth Manager who will mentor you dailyBuild the technical, commercial and interpersonal skills required to adviseAs your experience develops, you will move onto a clearly defined career path towards becoming an Adviser, including the future transition of clients.Study & DevelopmentThe firm is highly committed to professional development and will provide:Full study support to complete the Level 4 Diploma (if not already achieved)Support to begin and complete Chartered qualificationsStructured on-the-job training and mentoringLong-term progression planning tailored to youAbout YouThis role is ideal for a Paraplanner who is ambitious, technically curious and genuinely wants to become a Financial Adviser.You will ideally ha