Associate Adviser (Chartered Paraplanner)-London/Hybrid (office presence essential)-up to
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 ExceptionalYou 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 ownersLeading cashflow modelling and complex technical analysisHelping shape bespoke financial plans across pensions, investments, estate planning, succession, and tax-efficient strategiesPlaying a key role in refining planning frameworks and client experienceGaining exposure to specialist areas including family law interfaces and trust corporation servicesThis 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 ForChartered status (or very close)Minimum 5 years'' ..... full job details .....
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