Associate Adviser (Chartered Paraplanner)-London/Hybrid (office presence essential)-up to £70K+bonus

If you're a Chartered Paraplanner - or very close - who is serious about becoming a Financial Adviser within the next 12 months, this is the role that will define your career.

This isn't a sideways move. It's a direct succession opportunity with a director who is preparing to hand over a portfolio of ultra-high-net-worth clients. You'll be positioned at the heart of the advice process from day one, learning directly from a Co-Founder who is committed to developing you into a confident, trusted adviser.

To succeed, you must be committed, ambitious, and willing to be in the office regularly so you can learn, attend meetings, and build the deep client relationships that will eventually become yours.

What Makes This Role Exceptional

You won't be hidden in the back office. You'll be:

• Sitting in client meetings with the Director, building trust with UHNW families and business owners
• Leading cashflow modelling and complex technical analysis
• Helping shape bespoke financial plans across pensions, investments, estate planning, succession, and tax-efficient strategies
• Playing a key role in refining planning frameworks and client experience
• Gaining exposure to specialist areas including family law interfaces and trust corporation services

This is hands-on, high-level development - not a vague promise. The firm is fully invested in transitioning you into an adviser within 12 months, with clients ready to inherit.

What We're Looking For

• Chartered status (or very close)
• Minimum 5 years' paraplanning experience in financial planning or wealth management
• A genuine commitment to becoming an adviser - not "one day", but within the next year
• Strong analytical capability and a passion for building robust, personalised financial plans
• Excellent communication skills and the ability to build rapport quickly
• Willingness to be in the office regularly to learn, collaborate, and develop client relationships
• Experience with cashflow tools (Voyant, CashCalc etc.) is helpful but not essential

What's In It for You

• A clear, structured pathway to Adviser within 12 months
• Direct mentoring from a Director & Co-Founder
• The opportunity to inherit an UHNW client bank as part of a succession plan
• Flexible and remote working options after probation
• A role that genuinely sets your career up for life

Your Next Step

If you're a Chartered Paraplanner ready to step into an Associate Adviser role with a guaranteed development path and a future client bank waiting for you, this is your moment.

Send your CV to Ursula at Financial Division