Ready to step into advice but not sure where you'll get the support?
This is your chance to move into a Financial Adviser role with clarity, structure, and full backing. Whether you're a senior paraplanner, associate planner, or technical consultant ready for your own client bank — this is where your next chapter starts.
About the Role
We’re working with a rapidly expanding London-based wealth planning firm that’s changing the game for financial advice accessibility. Founded by an experienced planner determined to do things differently, the business has grown fast — building a loyal HNW client base and a standout reputation for values-led advice.
Now, they’re looking for someone technically excellent who’s ready to transition into a client-facing advisory position within 12–18 months. This role blends hands-on planning work with exposure to clients, strategic input, and full support to become a trusted adviser in your own right.
Why This Firm?
You’ll be joining a tight-knit, driven team where ambition is matched by support. It’s a culture built on energy, trust, and shared success — not hierarchy. You’ll work directly alongside the founder, benefit from structured mentoring, and have clear, achievable milestones toward full advisory status.
Location
Salary & Package
- £45,000 – £65,000 depending on experience
- Discretionary performance bonus
- 25 days holiday + bank holidays
- Pension scheme (post-probation)
- Full support for professional qualifications (to Chartered)
- Access to industry events, networking, and team socials
What You’ll Do
- Work alongside the lead adviser to shape client strategies and recommendations
- Support in meetings, learning how to lead client conversations and build long-term relationships
- Prepare high-quality financial plans and reports across pensions, investments, tax and protection
- Carry out technical research and ensure all advice meets regulatory standards
- Take on increasing levels of client responsibility as you progress
- Play a hands-on role in developing internal processes and mentoring junior staff
Who This Is For
- Someone currently in a paraplanning, technical consultant or associate planner role
- Ready to take the next step into advice — but looking for the right platform to do it
- Technically sharp and confident in areas like retirement planning, cashflow modelling and tax strategy
- A great communicator who can translate complexity into clarity
- Highly motivated, professional, and committed to personal growth
- Ideally Diploma-qualified and working towards Chartered
Not Just a Job – A Launchpad
This is more than a technical role. It’s a launchpad for a long-term advisory career with genuine influence, client trust and the support to succeed.