Paraplanner; route to advisor Hybrid

Paraplanner (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 /23626.