Associate Financial Adviser

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, or hybrid background who wants to progress into a trusted advisory position.

The Opportunity

• Work directly with a senior, experienced Adviser, attending client meetings and supporting day-to-day advice delivery
• Build deep knowledge of a sophisticated HNW client bank, with a structured succession plan
• Take on increasing responsibility for client relationships over time (farmer than hunter)
• Provide insight and analysis across Retirement, Investment, Estate Planning, and Tax
• Act as a key technical point of contact for Advisers, Clients, and Introducers
• Help shape and refine the firm’s overall client proposition and planning processes

To be considered:

We welcome applications from experienced Paraplanners, Technical Financial Planners, or Advisers with strong analytical ability who are:

• Chartered (CII Level 6) or close to achieving
• Able to interpret and communicate complex information clearly to clients and colleagues
• Relationship-focused, ethical, and committed to long-term client service
• This role is ideal for someone who excels in technical depth but is now ready to step further into client ownership, without the pressure of heavy new business targets.

Benefits: 

• A clear, structured pathway to taking over an established HNW client bank
• Close mentoring from a Principal Adviser and a highly professional team
• A great office atmosphere
• WFH policy and flexibility for a better work/life balance 
• Discretionary annual bonus
• 25 days’ holiday & birthday off
• Group Life Assurance scheme (4 x Salary)
• Group Income Protection scheme
• Support with professional qualifications

Apply Today if you are an accomplished technical professional looking to transition into (or further progress within) an Adviser position, this is an exceptional career opportunity. Apply today, and one of our specialist consultants will contact you for a detailed discussion before your CV is shared with the client.