An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.
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The Role
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- Provide advice on less complex matters.
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- Work closely with a senior Planner to build and maintain strong client relationships.
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- Undertake paraplanning tasks including research, cash‐flow modelling, and drafting suitability reports.
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- Support administration processes such as onboarding, valuations, and client servicing.
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- Ensure all advice and activity meets compliance and regulatory requirements.
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- Develop technical knowledge, client‐facing skills, and a sales mindset to support long‐term career progression.
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About You
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- Minimum Level 4 qualified (CII Diploma or equivalent).
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- Ambitious to achieve Chartered status.
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- Previous paraplanning experience with strong technical knowledge.
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- Solid communication, organisational, and relationship‐building skills.
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- Proficient in Word, Excel, PowerPoint.
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- Professional, detail‐focused, and proactive with a collaborative approach.
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What's on Offer
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- A structured pathway to Chartered status.
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- Opportunity to gain hands‐on planning experience alongside senior advisers.
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- Exposure to both technical and client‐facing responsibilities.
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- Supportive, professional culture with excellent long‐term progression.
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