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Jobs  /  Paraplanning  /  City of London

Paraplanner to Junior Adviser

£38,000 – £45,000City of London+1 more locationPermanentPosted 3 months ago
  • Paraplanner to Junior Adviser - London

The opportunity

Most paraplanning roles promise a route into advice. Very few put a timeline on it.

This one does. You'll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you'll build a bank from scratch.

The firm

A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made.

Months 1–9: paraplanning and grounding You'll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You'll sit in on client meetings from early on - first observing, then contributing.

Months 9–15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop.

From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself.

  • How the role works

What we're looking for

  • Level 4 Diploma qualified, or part qualified and actively working towards it
  • Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure
  • Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients
  • Strong written communication and the personal skills to build client relationships
  • Willingness to commit to the study alongside the day job

What's on offer

The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.

  • Salary up to £45,000, reviewed on transition into advice
  • Full study support - exam fees, materials and study leave
  • Structured mentoring from experienced planners, not a sink-or-swim handover
  • Bonus and full benefits package
  • Hybrid working
  • Why this one is worth a look

Applying

Four fields, then a person reads it.

No account, no portal, no twenty-minute form rebuilding your CV into boxes. Send the CV you already have.

  1. Your CV lands with BenjaminNot a shared inbox. The consultant who took this role on.
  2. A person reads it, usually the same dayNot a keyword filter, and not a queue.
  3. Nothing goes to the client without your say-soWe tell you who it is before anything is sent.

Your details go to mbf and nowhere else. We will not forward your CV to any employer without asking you first.

Also open

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Paraplanner to Junior Adviser, City of London — mbf