Wealth Paraplanner: Path to Advisor & Client
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Wealth Management
Plus One Recruitment seeks an experienced Paraplanner to support Independent Financial Advisers and potentially progress to Advisor. The role offers exposure to the entire financial advice process, with responsibility for managing your own client portfolio and contributing to technical case management.
You will prepare suitability reports, engage in financial planning activities, and participate in business processing while ensuring compliance with FCA regulations.
Are you ready to take on the Wealth Paraplanner:
Path to Advisor & Client Growth role at Plus One Recruitment?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in England, United Kingdom.
This opportunity is part of our work in Finance, Consulting.
The advertised compensation is 28.000 - 38.000.
We aim to respond to suitable candidates as soon as possible.
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