Financial Divisions jobs

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do - Produce clear, compliant suitability reports & recommendations - Carry out in-depth technical research on pensions, investments & tax planning - Build and analyse cashflow models - Partner closely with IFAs to influence client advice - Keep up to date with legislation, regulation & product developments - Play a hands-on role in annual reviews & long-term planning What You'll Bring - Experience as a Paraplanner or IFA Administrator (essential) - Diploma Level 4 (or working towards) - Strong technical knowledge of pensions, investments & protection - Excellent written communication and attention to detail - Proactive, growth-oriented mindset - and an eye on the move to advice Why This Firm? - Defined pathway to IFA - mentoring, shadowing & structured progression - Full study support, CPD & professional development - Salary up to £50,000 + bonus + benefits - Hybrid working & flexible hours (full-time or part-time) - Inclusive, values-led culture with social team spirit - Recognition based on drive & ambition, not just years served Ready to Take the Step This isn't "just another Paraplanner job." It's your route to a long-term career in financial advice with a firm that backs your ambitions. Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626 .

Career Paraplanner - Tonbridge - Kent Salary: Up to £50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications. If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you. You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base. Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection-often with clients approaching or in retirement. You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed. Requirements: Minimum 2 years' paraplanning experience within an IFA practice Strong technical knowledge: pensions, investments, estate planning, protection Experience supporting HNW clients (retirement planning, wealth management) Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred) Competence with cashflow modelling and technical analysis software Solid understanding of FCA regulatory requirements and compliance Level 4 Diploma in Financial Planning (preferred, not essential) You're proactive, detail-oriented, organised and collaborative. You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes. What's on Offer: Clear career progression to Senior Paraplanner with defined pathway One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience) Firm-funded professional training and exam costs Small, supportive team environment Competitive salary up to £50,000 Send your CV to Jo at Financial Divisions.

- Financial Adviser - Farnborough offices (Surrey) - £75k basic salary and benefits - Manage existing client bank of 20 - 30 clients - 25 days annual leave plus your birthday off - DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.

- Junior Paraplanner vacancy - Farnborough offices (Hampshire) - £39k plus bonuses and benefits - 25 days annual leave plus your birthday off - DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.

- Financial Adviser - Epsom offices (Surrey) - £75k basic salary and benefits - Manage existing client bank of 100 clients (£500k average) - 25 days annual leave plus your birthday off - DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.

- Independent Financial Adviser - Up to £80k basic salary plus bonus - Near Guildford/Godalming - 2 - 3 years advising experience needed - Bonuses paid once you've achieved 1.5 x salary in all fees My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest. The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off. Following a recent acquisition (the business targets 1 acquisition per year) this role will be to manage a portion of the exisiting client bank and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities. The role will be office based but you will be actively encouraged to be out and about but gain mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies. The MD is looking to offer up to £80k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance. If this role sounds of interest or any other roles I am working on please get in touch.

- BRAND NEW ROLE: Paraplanner Vacancy - Boutique Wealth Management Firm - £35k - £45k basic salary + discretionary bonuses - Reigate/ Redhill (Surrey) - hybrid working after onboarding - Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

- BRAND NEW ROLE: Paraplanner Vacancy - Boutique Wealth Management Firm - £35k - £45k basic salary + discretionary bonuses - Reigate/ Redhill (Surrey) - hybrid working after onboarding - Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

- Independent Financial Adviser - Up to £75k basic salary plus bonuses - Near Guildford/Godalming - 2 - 3 years advising experience needed My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest. The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off. Following a recent acquisition (the business targets 1 acquisition per year) this role will be to manage a portion of the existing client bank and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities. The role will be office based but you will be actively encouraged to be out and about but gain mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies. The MD is looking to offer up to £75k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance. If this role sounds of interest or any other roles I am working on please get in touch.

- Senior Financial Planner - Kent based IFA firm - medium sized - Salary negotiable £70k - £120k plus bonuses - 25 days annual leave plus bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 10 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating 2 brand-new roles for Financial Planners who will manage some existing clients from advisers who are approaching their retirement. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. You will have dedicated admin and paraplanning support. If this role sounds of interest or any other roles I am working on please get in touch.

Benefits: 25 days' annual leave plus bank holidays, dedicated admin and paraplanning support My client is a Chartered, independent wealth planning firm with offices across Kent. They provide whole-of-market financial advice to high-net-worth retirees, wealth accumulators, local families and SME owners across Kent, Sussex and London. The firm currently looks after around 2,000 clients with over £650m in assets under management, with individual client portfolios ranging from £150k to £20m. Advice spans pensions, investments, tax planning, cashflow modelling, retirement planning and protection, alongside more specialist areas such as VCT and EIS schemes. Crucially, advisers here are not targeted. The firm's philosophy is built on delivering the best possible client outcomes rather than accumulating AUM - an approach underpinned by longstanding referral relationships with local accountancy and solicitor practices. This is a multi-award-winning business that is genuinely embedded in its local community, actively supporting events and championing charitable causes. Exceptional client care sits at the heart of everything they do, reflected in outstanding retention rates - some client relationships stretch back more than 20 years. Advisers are supported by an experienced, pooled team of Administrators and Paraplanners across two offices, all of whom are encouraged to develop professionally and personally through ongoing CPD and industry exams. The Managing Director is creating a brand-new Financial Planner position. You will inherit established client relationships from advisers approaching retirement, giving you an immediate, high-quality client bank from day one. Beyond servicing existing clients, you will be keen to build relationships with businesses and stakeholders across Kent, helping to broaden the firm's reach and reputation. You will benefit from dedicated administration and paraplanning support throughout. About you: Experience within an independent wealth planning firm Chartered status, or the ambition and drive to work towards it A genuine commitment to client-first financial planning The appetite to develop new relationships and grow the business If this role sounds of interest - or you'd like to hear about other opportunities I'm currently working on - please get in touch with Jo at Financial Divisions.

TRAINEE FINANCIAL ADVISER - Central London Level 4 Diploma Essential C £45,000 + Bonus + Clients provided The Opportunity: - Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. - Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. - Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes). - Average client portfolio of around £800k - Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers. - Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser. - Clients, leads and referrals provided. About you: - Level 4 Diploma in Regulated Financial Planning. - Looking to move into a Financial Adviser role. - Wealth management experience is beneficial but not essential. - Open to career changers with the right attitude and qualifications. - Confident, personable and comfortable building relationships with high-net-worth clients. - Ambitious and looking to build a successful long-term career in financial planning. Please, send your CV to Jim at Financial Divisions.

Financial Adviser London Up to £45,000 Basic + Bonus Clients Provided Independent Financial Planning Firm Are you Diploma Qualified (Level 4) and ready to take the next step towards becoming a successful Financial Adviser? This is a rare opportunity to join a highly regarded, fully independent financial planning firm with ambitious growth plans. You'll inherit and develop relationships with high-quality clients while receiving full support, training and mentoring to accelerate your progression into a thriving adviser career. Why Join? Clients, leads and referrals provided - focus on developing your advice skills rather than cold prospecting. Work with a high-net-worth client base , including affluent UK clients and UK-based US nationals. Gain exposure to a broad range of financial planning areas including: - Pensions - Investments - Protection - Inheritance Tax Planning - Estate Planning - International & Cross-Border Planning - QROPS Benefit from an established professional introducer network including: - Law Firms - Accountancy Practices - Tax Advisers - FX Brokers Full administrative and paraplanning support, allowing you to focus on client relationships and adviser development. What We're Looking For - Level 4 Diploma in Regulated Financial Planning - Aspiring Financial Adviser looking to transition into an advice role - Wealth management experience essential - Open to career changers with the right qualifications (Level 4) and attitude - Strong relationship-building and communication skills - Ambitious, driven and committed to building a long-term career in financial planning If you're looking for a genuine pathway into financial advice with a firm that will invest in your development, provide opportunities to build your client bank and support your long-term success, I'd love to speak with you. Email Ursula at Financial Divisions for a confidential conversation.

Ready to take your Paraplanning career beyond report writing? We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner. This is not a back-office paraplanning role. You'll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews, and helping clients make informed decisions about their financial future. If you enjoy building relationships, thrive in a collaborative environment, and want to play a visible role in delivering outstanding client outcomes, this could be the opportunity you've been waiting for. The Opportunity Working from a modern City of London office, you'll support Director-level Financial Planners and high-net-worth clients across a broad range of advice areas including: Investments Pensions and pension transfers Protection planning Tax-efficient strategies Ongoing wealth management reviews You'll attend client meetings, prepare and deliver high-quality suitability reports, undertake technical research, manage annual review programmes, and ensure clients receive a first-class experience at every stage of the advice process. What You'll Bring 3-5+ years' Paraplanning experience within a Financial Planning firm Diploma qualified (Level 4) and progressing towards Chartered status Strong technical knowledge across pensions, investments and protection Experience producing high-quality suitability reports Excellent client-facing and communication skills Confidence working closely with Advisers and professional clients Strong organisational skills with exceptional attention to detail Why This Role? This is an opportunity to join a highly respected, growing planning business with over £1bn of assets under management and a reputation for delivering exceptional client outcomes. You'll be part of a collaborative, supportive and ambitious culture where paraplanners are valued as key contributors to advice delivery rather than simply report writers. City of London Genuine career progression Strong support towards Chartered status High level of adviser and client interaction Award-winning Chartered Financial Planning firm If you're an experienced paraplanner looking for a role that offers greater client exposure, technical challenge and long-term career development, I'd be delighted to hear from you. Contact me directly for a confidential conversation.

Junior Paraplanner Ready for Adviser Status? This Is Your Opportunity. Salary up to £35k + bonus. Genuine long term career progression You've got your Level 4 Diploma. You've built a solid foundation in paraplanning. Now it's time to take the next step. Our client, a thriving independent financial planning firm in London , is looking for an ambitious Junior Paraplanner who wants to transition into a Financial Adviser role with full support, training, and clients provided. Why this opportunity stands out: Structured pathway from Paraplanner to Adviser Existing clients, leads and referrals provided Advising on high-net-worth portfolios Exposure to complex UK and international financial planning, including QROPS and cross-border advice Full administration support so you can focus on clients Join a growing business with exciting plans to expand Strong referral partnerships with law firms, accountants, tax specialists and FX experts Who we're looking for: At least 12 months' Paraplanning experience Level 4 Diploma qualified Strong technical knowledge across pensions, investments and financial planning Confident communicator with a client-first mindset Ambitious individual looking to build a successful career in financial advice This is an outstanding opportunity to join a firm with a proven track record of developing talented Paraplanners into successful Advisers. If you've been waiting for the right platform to launch your advisory career, this could be it. Email Ursula at Financial Divisions for a confidential discussion.

Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients, providers, and third parties, preparing recommendations, conducting research, managing client servicing activities, and ensuring all business is processed accurately and compliantly. This is an excellent opportunity to join a growing practice that values initiative, rewards success, and offers genuine long-term career progression. Key Responsibilities Paraplanning & Technical Support - Prepare suitability reports, client recommendations, and supporting documentation - Conduct research and analysis to support financial planning advice - Gather and analyse provider information and technical data - Ensure recommendations are presented accurately and professionally Client & Adviser Support - Provide comprehensive support to advisers throughout the client journey - Liaise with clients, providers, and third parties via telephone, email, and written correspondence - Build strong relationships through professional and proactive communication - Deliver a consistently high standard of client service Client Onboarding & Servicing - Manage new client onboarding processes - Support ongoing servicing and review activities - Prepare meeting packs and supporting documentation - Coordinate client follow-up actions and service requests Compliance & Administration - Maintain accurate client records and documentation - Ensure all work meets FCA and internal compliance standards - Manage adviser diaries and meeting preparation - Support wider practice administration and operational processes What We're Looking For - Previous experience within Financial Services, Wealth Management, Financial Planning, or Paraplanning - Strong understanding of financial planning processes and client servicing - Experience preparing suitability reports and adviser documentation would be advantageous - Excellent verbal and written communication skills - Exceptional attention to detail and organisational ability - Ability to manage multiple priorities and deadlines effectively - A proactive and client-focused approach - A genuine desire to contribute to a growing and ambitious practice What's In It For You? - OTE of £40,000 - £55,000 - Quarterly Performance Bonus (£500 per quarter) - Additional Paraplanning Bonus (£100 per retirement transfer or IHT case) - 5% Employer & Employee Pension Contributions via Salary Sacrifice - 25 Days Annual Leave plus Bank Holidays - Hybrid Working - Supportive and collaborative team environment - Exposure to high-quality clients and advisers - Clear career progression opportunities within a growing business To find out more, please contact: Laura Warburton Senior Partner Financial Divisions

JUNIOR PARAPLANNER (Route through to Adviser) Central London Salary: Up to £35,000 + Bonus + Clients Provided The Opportunity - Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. - Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan. - Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. - Gain exposure to pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes). - Average client portfolio of around £800,000. - Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and foreign exchange specialists. - Full administration support provided once advising, allowing you to focus on clients once up and running. - Clients, leads and referrals provided as you transition into the role. About you: - A minimum 12 months' experience as a Paraplanner, currently studying level 4 Diploma. - Good technical knowledge across pensions, investments and financial planning. - Confident communicator who enjoys building relationships with clients. - Ambitious, proactive and looking to build a long-term career in financial advice. Pleased, send your CV to Jim at Financial Divisions.