Paraplanner

True Potential | Paraplanner to Trainee Financial Adviser

Location: Central London

Salary: c.£50,000 + bonus, excellent benefits & clear career progression

Following a record year of growth in 2025, a highly respected and long-established Chartered Financial Planning firm is now looking to expand its team. The business has grown steadily over the past decade and is known for its strong culture, long-term

BV thinking and commitment to developing people from within.

The firm operates in the high-net-worth to ultra-high հավင်-net-worth space, advising clients and their families across the full range of financial planning, including pensions, investments, tax planning, wills, trusts and estate planning. They are particularly well regarded for their clear, non-jargon approach and are recognised leaders in intergenerational planning.

The role is deliberately hands‑on and varied. You will attend client meetings alongside the Adviser, gaining first‑hand exposure to fact-finding, client discussions and complex planning scenarios. Alongside this, you’ll continue to build your technical skills through paraplanning work, report writing and research, giving you a well‑rounded foundation for an advisory career.

This position would suit someone with around 18 months’ paraplanning experience
, who has worked within the True Potential network, has experience producing suitability reports (templated or bespoke), and has had exposure to product research. You should be working towards your Level 4 Diploma and genuinely motivated to move into an adviser role over time.

Initially, the role will be office‑based four days per week while you build confidence and familiarity, reducing to three days કોઈ office thereafter. You’ll be working closely with a highly technical and supportive Managing Director who is passionate about tit auc exercise.

If you’re looking for a role with real responsibility, meaningful client interaction and a clear route into financial advice — rather than vague promises — this represents an outstanding long‑term career move.

Don't hesitate to get in touch with