Ready to step out of the back office and into the spotlight?

If you love the technical side of financial planning but dream of becoming an Adviser, this role gives you the best of both worlds — a client-facing paraplanning position with a clear pathway into advice.

This is your chance to join a respected, independent firm with 30+ years of trusted, holistic financial planning — pensions, investments, tax, estate planning, mortgages and more. Their reputation is rock-solid, their clients are loyal, and their growth is fuelled by referrals and relationships — not product pushing.

The Role

You’ll be the right-hand to a senior Adviser with an enviable book of long-term clients. Less “back-office processor,” more strategic partner — helping shape client strategies, attending meetings, and providing the technical insight that underpins high-quality advice.

And when you’re ready? The door is wide open to step fully into financial advice yourself.

What You’ll Do

• Partner with your IFA to deliver bespoke, holistic financial advice
• Attend client meetings and build trusted, long-term relationships
• Draft detailed suitability reports and financial strategies
• Share expertise with junior colleagues, supporting their development
• Keep everything running smoothly — without corporate red tape

About You

You’re more than a Paraplanner — you’re sharp, intuitive, client-focused, and confident. You’ve got the technical knowledge, but also the people skills to inspire trust and build rapport.

Must-haves:

• Paraplanning experience in a holistic wealth management setting
• Diploma Level 4 (Chartered or on the journey preferred)
• Strong technical knowledge of pensions, investments, tax & estate planning
• Excellent communication skills — written and verbal
• Confidence in client meetings & desire to progress to advice

What’s on Offer

• £48,000 – £55,000 basic (DOE) performance-related uplifts
• Clear pathway into a Financial Adviser role
• Hybrid working — home/office balance
• Direct exposure to clients & mentoring from a senior IFA
• A collaborative, supportive team culture

Take the Next Step

This is a rare chance to combine client-facing experience with technical mastery — and a future as an Adviser, should you want it.

Apply now to Ryan at Financial Divisions