JUNIOR PARAPLANNER (Route through to Adviser), Central London, 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.