Full job descriptionAn exciting opportunity has arisen to join a growing Chartered Financial Planning firm during a significant period of expansion.
The business is investing heavily in its regional offices and has ambitious growth plans, making this an excellent time to join an organisation that is committed to developing talent from within.
The role is designed for an ambitious Paraplanner who is looking to progress into a Financial Planner position. Initially, you will work in a client-facing Paraplanner capacity, supporting experienced advisers and attending client meetings, before transitioning into an authorised adviser role after approximately 12 months.


What you’ll receive:
• Clear pathway into a Financial Planner role
• Structured development and support towards becoming an adviser
• Strong culture of internal promotion based on merit
• Competitive basic salary and benefits package
• Generous bonus scheme once authorised
• Opportunity to join a growing office with significant long-term career prospects


Ideal candidates will have:
• Experience within Financial Planning as a Paraplanner or similar technical role
• Progress towards, or completion of, Level 4 Diploma qualifications
• Strong communication and relationship-building skills
• Ambition to become a successful Financial Planner
• A long-term mindset and desire to grow with the business


This is an excellent opportunity for someone looking to take the next step towards becoming a Financial Planner within a supportive and expanding organisation.