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Permanent

Wealth Planner / Independent Financial Adviser - Croydon (Office-based), £45,000 - £60,000

Croydon
money-bag 45000.00-45000.00 Annual
3085438628
Posted Yesterday

Location: Croydon (Office-based, Monday to Friday)Salary: £45,000 - £60,000 (Dependent on Experience)Job Type: Full-Time, PermanentDiploma Qualified Paraplanner Ready to Step Up?An established and highly regarded Independent Financial Advice firm in Croydon is seeking a Diploma-qualified Senior Paraplanner or Junior Financial Adviser to transition into a fully client-facing Wealth Planner role. This is a genuine career opportunity offering structured progression, an existing client bank and a clear route towards becoming an established Independent Financial Adviser with your own portfolio.This position is ideal for an ambitious Level 4 qualified financial planning professional looking to move from technical report writing into advising, with full mentoring and support from experienced Wealth Managers.The OpportunityYou will work closely with Senior Advisers, gradually inheriting and supporting an existing portfolio of clients while developing your own client base. Initially office-based in Croydon Monday to Friday, the role offers long-term flexibility once you are fully established as an Adviser.This is not a cold-start advisory position. You will benefit from: • An existing client bank of 100+ live clients • Approximately £15m in Assets Under Management to support your advisory track record • A structured transition plan from paraplanning to advising • Ongoing mentoring from experienced Wealth ManagersKey Responsibilities • Design and deliver holistic financial planning ..... full job details .....

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