Paraplanner - Route to Adviser - Sutton - Salary to £52,000 + Bonus + Benefits

Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time.

This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser.

The Opportunity

You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future.

This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships.

The Role

• Writing clear, compliant, and technically robust suitability reports
• Conducting detailed research across pensions, investments, protection, and tax planning
• Supporting Advisers in building tailored financial plans
• Producing cashflow modelling and long-term planning analysis
• Assisting with complex cases and acting as a technical point of contact
• Working closely with Advisers and Administrators to deliver a seamless client experience

What They're Looking For

• Previous experience as a Paraplanner within wealth management
• Level 4 Diploma in Financial Planning (essential)
• Strong technical knowledge across core advice areas
• Experience with report writing and cashflow modelling
• Good understanding of compliance and regulatory requirements
• Someone organised, detail-focused and keen to develop

Progress towards Chartered status would be a big plus, but not essential.

What's On Offer

• Salary to £52,000
• Discretionary bonus
• Pension and full benefits package
• Structured progression into an Advisory role
• Ongoing support with further qualifications
• A stable, well-regarded firm with a strong client base

Why This Role?

Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice.

If this role is of interest, please send your CV to Harry at Financial Divisions