Paraplanner (route to advisor)| Hybrid | £50k Bonus

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 .