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Permanent

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell

Financial Divisions
Bracknell
money-bag £45000 Annual
Posted: 30 July 2026 (Today)
Closing date: 29 August 2026
Ref: 3146276368

Paraplanner (route to advisor) Hybrid £50k + Bonus BracknellYour next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you''re ready.If you''re ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you''ve been waiting for.The OpportunityJoin a respected financial planning firm that partners with a large network of IFAs. You''ll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice.This business has a proven record of developing Paraplanners into successful Wealth Planners. You won''t just write reports; you''ll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future.What You''ll DoProduce clear, compliant suitability reports and recommendationsCarry out in-depth technical research on pensions, investments and tax planningBuild and analyse cashflow modelsPartner closely with IFAs to influence client adviceKeep up to date with legislation, regulation and product developmentsPlay a hands-on role in annual reviews and long-term planningWhat You''ll BringExperience as a Paraplanner or IFA Administrator (essential)Diploma Level 4 (or working towards)Strong technical knowledge of pensions, investments and ..... full job details .....

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