Trainee Financial Advisor – Paraplanner Path to Chartered Status

About the role

This is a career‑defining opportunity for an ambitious Paraplanner to become a fully qualified Financial Adviser within 12‑18 months. You will work for a boutique Chartered IFA serving high‑net‑worth clients across London and the South East.

Key responsibilities

• Prepare suitability reports and conduct research on pensions, investments, tax, retirement and inheritance tax.
• Perform cash‑flow modelling for client portfolios.
• Attend client meetings alongside senior advisers and support advisory delivery.

Required profile

• Minimum 2 years’ experience as a Paraplanner.
• Level 4 diploma (or working towards) with plans to sit Chartered exams.
• Strong written communication and analytical abilities.

Required skills

What we offer

• Basic salary £40,000‑£50,000 per year (potentially higher for exceptional candidates).
• Discretionary bonus, pension scheme, BUPA health cover.
• 25 days holiday, PMI, and other benefits.