Step Beyond Paraplanning – Be involved in the client journey - Take Your Career to the Next Level
Have you built your technical foundation as a Paraplanner and are now looking for more client-facing responsibility without diving headfirst into sales targets? This Paraplanner Adviser role offers the perfect bridge — allowing you to combine your analytical skills with client interaction in a supportive, non-pressured environment.
You’ll still get to build financial plans, construct strategies, and model outcomes — but now you’ll have the opportunity to present those solutions directly to clients and become a trusted relationship manager.
Why This Role Stands Out
Salary up to £48,000 depending on experience
- Flexible and hybrid working options 3 days from home
- Continued professional development support (including Chartered status)
- Join a team that values advice quality, collaboration, and long-term relationships over quick wins
Who This Is For
This is ideal for someone who has worked as a Paraplanner and is now ready to step into a more outward-facing role. You might already be attending client meetings or delivering parts of the advice process — now it’s time to take full ownership of the client relationship, supported by an experienced team.
What You’ll Be Doing
- Meet directly with clients (alongside Advisers) to fully understand their objectives
- Analyse client data, develop cash flow models, and explore long-term planning scenarios
- Design financial planning solutions across investment, retirement, tax, and estate planning
- Use modelling tools and software to bring strategies to life
- Write and present advice reports and suitability letters to clients
- Prepare and lead annual reviews, update cash flow models, and track performance
- Present insights, suggest adjustments, and deepen relationships over time
- Work closely with administrators to ensure smooth application processes
- Liaise with solicitors, accountants, and other professionals to implement agreed plans
What You’ll Need
- Level 4 Diploma in Regulated Financial Planning (ideally working towards Chartered)
- Proven experience in Paraplanning, including client report writing and solution design
- Confident communication skills and a desire to work directly with clients
- Strong understanding of pensions, investments, tax planning, and protection
- A collaborative mindset and commitment to delivering high-quality, compliant advice