Paraplanner – Fast-Track Becoming IFA! Circa

Are you an ambitious Paraplanner ready to take your career to the next level? Do you want to join a dynamic, Chartered Financial Planning firm that invests in you with structured training and a clear path to becoming an IFA?

A prestigious and forward-thinking financial planning firm in Wokingham is seeking a talented Paraplanner to join their collaborative, client-centric team. This is not just another support role — it’s your gateway to an exciting long-term career in wealth management.

• Career progression
  : A clear route to becoming a Financial Adviser with full training and support along the way.
• Ongoing development:
  Full funding for further qualifications and access to industry-leading tools and resources.
• Hybrid working:
  Enjoy flexibility with a balance of office and remote working.
• Chartered environment:
  Join a respected and ethical firm committed to high standards and client success.

• Collaborate with financial advisers to build tailored, compliant, and client-friendly suitability reports.
• Research a wide range of financial planning areas, including investments, pensions, protection, and tax strategies.
• Ensure accuracy and compliance in client documentation and CRM records.
• Support advisers with...