img
Permanent

Paraplanner - Looking to move into an Adviser role?

Wokingham
money-bag 45000.00-45000.00 Annual
3145558183
Posted Yesterday

Paraplanner - Looking to move into AdviceWokingham£45,000 - £60,000 (depending on experience)Salaried position + discretionary bonusReady 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 OverviewThis 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 DetailsStarting in a paraplanning/orientation phase, supporting advisers with technical research, report ..... full job details .....

Other jobs of interest...

Financial Divisions
BracknellYesterday
money-bag45000.00-45000.00 Annual
Finlink Ltd
BracknellYesterday
money-bag40000.00-40000.00 Annual
MaxAd
WokingYesterday
money-bag10000-500000 Annual
Premier Jobs UK Limited
MaidenheadYesterday
money-bag40000.00-40000.00 Annual
Burgh Recruitment Limited
FarnhamYesterday
money-bag10000-500000 Annual
Premier Jobs UK Limited
Maidenhead2 weeks ago
money-bag£40,000
Ernest Gordon Recruitment
North West London2 weeks ago
money-bag£50,000
Ernest Gordon Recruitment Limited
Hillingdon3 weeks ago
money-bag£45000 - £50000/annum Hybrid (3 days in Office) + Bonus
Ernest Gordon Recruitment
North West London3 weeks ago
money-bag£50,000
Ernest Gordon Recruitment Limited
Hillingdon3 weeks ago
money-bag45000.00-45000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!