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Go self employed properly | Clients belong to you | Leads provided There are two types of advisers this role suits perfectly. • Advisers who are already self employed but want better splits, stronger support and clearer succession planning • Employed advisers with a client following who want to go independent without taking unnecessary risk This proposition provides the infrastructure, lead flow and long term security that makes that transition realistic. The Commercials • 70:30 split up to 200,000 recurring • 80:20 split above 200,000 • Admin and paraplanning included as standard • Compliance and file checking included • No forced investment proposition • Transparent fee structure You keep the majority of the revenue you generate while plugging into a full advice infrastructure. A genuine route into self-employment For advisers currently employed, the biggest concerns tend to be: • Losing support • Losing lead flow • Compliance responsibility • Administration burden This model solves those problems. You retain the upside of self employment, but with a full operational machine behind you. Leads and clients provided A major focus for the business is helping advisers grow. You will benefit from: • Structured lead generation • Dedicated new business support • Marketing infrastructure • Referrals through a wider professional network • Support converting opportunities into clients If you want to scale your book, there is a system behind you to help do it. Full back-office support All included as standard: • Dedicated paraplanning team • Client onboarding support • Annual review team • Compliance and file checking • In house estate planning support • Mortgage and equity release specialists • Technical support • CRM and IT support • CPD and training systems You spend your time advising clients, not writing reports or chasing paperwork. Independence • You own your clients • You can leave with your clients • No restrictions on funds, DFMs or platforms • No requirement to use house portfolios Many advisers use the in house investment solutions, but the choice is always yours. Two features advisers particularly value: Guaranteed buyout A contracted minimum multiple of ongoing fees on qualifying clients at retirement or death. Deferred income participation structure A percentage of annual income allocated into a long term value pot Withdrawable periodically Paid out at retirement or death This creates real long term value alongside annual earnings. Who is this for? • Advisers with a client bank or following • Employed advisers considering independence • Self employed advisers wanting stronger infrastructure • Planners producing 100k+ recurring income • Advisers thinking about building long term value in their business Typically advisers join for one of three reasons: • They want to keep more of the revenue they generate • They want support without losing independence • They want certainty around succession and exit value This model provides all three.

Financial Planner, Clients Provided

This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath. You will not be sat in the background purely writing reports. Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one. The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy. There are two clear long-term pathways available, depending on what you want: A progression route into advice, with full support if you want to become an adviser A move into an operational / leadership role, helping shape how the business runs There is no pressure to choose either. The role can be shaped around your strengths and ambitions. The Role This is a broad paraplanning role with real client exposure. You will be involved in: Attending client meetings alongside advisers Acting as a technical point of contact for clients where appropriate Researching and formulating advice across pensions, investments, protection, and tax planning Writing suitability reports and recommendation letters Cashflow modelling using Voyant Producing and maintaining financial plans using Intelligent Office (IO) Preparing annual review packs and ongoing servicing work Liaising with providers, platforms, and third parties Supporting advisers with complex cases and planning strategies Systems &amp; Tools Intelligent Office (IO) Voyant cashflow modelling Experience with these is helpful but not essential if you’ve used similar systems. About the Firm Boutique, directly authorised IFA firm Privately owned and family-run Long-standing client relationships, with a focus on quality over volume Collaborative team with direct access to decision makers No rigid corporate structure or red tape What They’re Looking For Experience as a Paraplanner within a financial planning / IFA environment Strong technical knowledge across pensions and investments Comfortable interacting with clients and attending meetings Someone who wants to be involved in the advice process, not just documentation Diploma qualified (or working towards) preferred Package Salary: 45,000 to 60,000 Bonus: 10% Holiday: 25 days + bank holidays (increasing with service) Private Medical Insurance (PMI) Death in Service (DIS) Medicash plan Pension matched up to 5% Why This Role Stands Out Client-facing paraplanning role, not back-office only Clear, optional progression into advice or operations Boutique, high-quality firm with a strong culture Direct exposure to advisers and clients Real input into how advice is delivered Apply If you are a paraplanner who wants more involvement, more visibility, and a genuine say in your long-term direction, this is worth a conversation. Apply now or get in touch for a confidential discussion.

Paraplanner

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