Stansted

Recruiter Managing This Role

Associate Financial Adviser 

Client Succession Role

HNW Client Base

Are you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm?

A rare opportunity now exists for a Paraplanner/ Junior Adviser (Chartered or nearly) to work closely with a Principal Adviser as their wingperson, learning their client bank in depth and gradually taking over long-standing HNW client relationships to ensure continuity and exceptional ongoing service.

This role uniquely blends high-level technical work with genuine client relationship development, making it ideal for someone emerging from a senior paraplanning, technical, ...