Chartered Financial Planning Firm
Wokingham, Berkshire (Hybrid Working Available)
£45,000 – £60,000 + Bonus + Clear OTE Progression
Full-time, Permanent
The Opportunity
This is a standout opportunity for an experienced Paraplanner ready to transition into a Financial Advisor role within a highly professional, Chartered financial planning environment.
Unlike traditional paraplanning roles, this position offers a clearly defined pathway into advice, combining technical paraplanning responsibilities with increasing client exposure, mentoring, and structured development. You will be supported every step of the way as you move from behind-the-scenes technical work into a fully client-facing advisory position.
This role is ideal for an ambitious individual who wants to build a long-term career as a Financial Advisor without taking the risk of starting from scratch.


The Role
Whilst you will begin this role in a paraplanning capacity working closely with experienced advisors and playing a key role in delivering high-quality financial planning, the aim is to transition your position into a financial advisor’s role as soon as possible. As you develop, you will progressively move into client interaction, supporting meetings, contributing to advice, and ultimately managing your own client relationships.


Key Responsibilities
• Produce personalised, compliant suitability reports based on adviser recommendations and client objectives
• Conduct detailed research across pensions, investments, protection, and tax planning strategies
• Collaborate with advisors to develop and refine financial planning solutions
• Attend client meetings and gradually increase your involvement in advice delivery
• Support fact-finding, client reviews, and ongoing servicing requirements
• Analyse client portfolios, risk profiles, and financial planning objectives
• Maintain accurate and compliant client records in line with FCA requirements
• Liaise with providers and third parties for technical information and policy details
• Identify opportunities for new business and support growth of existing client relationships
• Progress toward managing your own clients as part of a structured development plan


About You
• Experience as a Paraplanner within an IFA or Wealth Management firm is essential
• Level 4 Diploma in Financial Planning (or close to completion)
• Strong technical knowledge across pensions, investments, and financial planning
• Proven ability to write high-quality suitability reports
• Clear ambition to become a Financial Advisor in the immediate future
• Strong communication skills with the confidence to build client relationships
• Highly organised, analytical, and detail-focused
• Motivated, proactive, and career-driven


What’s on Offer
• Structured progression from Paraplanner to Financial Advisor
• Ongoing mentoring and support from experienced advisors
• Opportunity to build and inherit a client bank over time
• Hybrid working and flexible environment
• Competitive basic salary with strong future earning potential
• Full support toward further qualifications, including Chartered status
• A professional, supportive culture focused on long-term development


Why Apply?
This is a genuine career opportunity for a Paraplanner who wants to break into advice with the right support, training, and long-term structure in place. You’ll gain real client exposure, develop your advisory skills, and build a sustainable, rewarding career.
Apply Now
If you are ready to take the next step toward becoming a Financial Advisor, please send your CV to Ryan at Financial Divisions.