Trainee Financial Adviser (Paraplanner Adviser Pathway)
Earley
£45,000 – £60,000 (depending on experience)
Salaried position + discretionary bonus


Ready to step into advice — with the right support and no need to self-generate clients?
If you’re a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a structured, supported way.
You’ll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm’s processes, clients and approach — before quickly progressing into an adviser role with full support.
Client Overview
This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships.
The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients.
Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven.
We’ve placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer.
This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice.
Role Details
*Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning.
*Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery.
*Attending client meetings and gradually taking a more active role in discussions and recommendations.
*Building relationships with clients early on, supported by the wider team.
*Progressing quickly into leading client meetings and delivering advice independently.
*Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role.
This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace.
Benefits / Details
*£45,000 – £60,000 salary depending on experience.
*Discretionary bonus scheme.
*6% pension contribution.
*Private medical insurance and life cover (DIS).
*25 days holiday plus bank holidays.
*Full support from a dedicated paraplanning and administration team.
*Clear pathway into a fully-fledged adviser role with an existing client bank provided.
What They’re Looking For
*Strong paraplanning experience within an IFA or financial planning firm.
*Diploma qualified, ideally working towards Chartered status.
*Confident communicator with the ability to build client relationships.
*Someone who enjoys technical planning and is ready to step into a client-facing role.
*A collaborative team player with a long-term mindset.
If you’re a Paraplanner ready to move into advice — with full support, a structured transition and clients provided — please apply and we can discuss the role in more detail.