Paraplanner (route to advisor)| Hybrid | £50k + Bonus | Bracknell
other jobs Financial Divisions
Added before 2 Days
- England,South East,Berkshire,Bracknell Forest
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Full job descriptionParaplanner (route to advisor)| Hybrid | £50k + Bonus | Bracknell
Your next role could be more than paraplanning.
This opportunity puts you on a clear track to becoming an IFA — with full mentoring, structured development, and the chance to step into advice when you’re ready.
If you’re ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you’ve been waiting for.
The Opportunity
Join a respected financial planning firm that partners with a large network of IFAs. You’ll work alongside experienced Advisers, providing first-class technical support — while building the skills and confidence to move into client-facing advice.
This business has a proven record of developing Paraplanners into successful Wealth Planners. You won’t just write reports; you’ll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future.
What You’ll Do
*Produce clear, compliant suitability reports & recommendations
*Carry out in-depth technical research on pensions, investments & tax planning
*Build and analyse cashflow models
*Partner closely with IFAs to influence client advice
*Keep up to date with legislation, regulation & product developments
*Play a hands-on role in annual reviews & long-term planning
What You’ll Bring
*Experience as a Paraplanner or IFA Administrator (essential)
*Diploma Level 4 (or working towards)
*Strong technical knowledge of pensions, investments & protection
*Excellent written communication and attention to detail
*Proactive, growth-oriented mindset — and an eye on the move to advice
Why This Firm?
*Defined pathway to IFA – mentoring, shadowing & structured progression
*Full study support, CPD & professional development
*Salary up to £50,000 + bonus + benefits
*Hybrid working & flexible hours (full-time or part-time)
*Inclusive, values-led culture with social team spirit
*Recognition based on drive & ambition, not just years served
Ready to Take the Step
This isn’t "just another Paraplanner job." It’s your route to a long-term career in financial advice with a firm that backs your ambitions.
Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626.
Your next role could be more than paraplanning.
This opportunity puts you on a clear track to becoming an IFA — with full mentoring, structured development, and the chance to step into advice when you’re ready.
If you’re ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you’ve been waiting for.
The Opportunity
Join a respected financial planning firm that partners with a large network of IFAs. You’ll work alongside experienced Advisers, providing first-class technical support — while building the skills and confidence to move into client-facing advice.
This business has a proven record of developing Paraplanners into successful Wealth Planners. You won’t just write reports; you’ll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future.
What You’ll Do
*Produce clear, compliant suitability reports & recommendations
*Carry out in-depth technical research on pensions, investments & tax planning
*Build and analyse cashflow models
*Partner closely with IFAs to influence client advice
*Keep up to date with legislation, regulation & product developments
*Play a hands-on role in annual reviews & long-term planning
What You’ll Bring
*Experience as a Paraplanner or IFA Administrator (essential)
*Diploma Level 4 (or working towards)
*Strong technical knowledge of pensions, investments & protection
*Excellent written communication and attention to detail
*Proactive, growth-oriented mindset — and an eye on the move to advice
Why This Firm?
*Defined pathway to IFA – mentoring, shadowing & structured progression
*Full study support, CPD & professional development
*Salary up to £50,000 + bonus + benefits
*Hybrid working & flexible hours (full-time or part-time)
*Inclusive, values-led culture with social team spirit
*Recognition based on drive & ambition, not just years served
Ready to Take the Step
This isn’t "just another Paraplanner job." It’s your route to a long-term career in financial advice with a firm that backs your ambitions.
Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626.
Job number 3974840
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Financial Divisions
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