Paraplanner - Looking to move into an Adviser role?
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 .....
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