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Permanent

Paraplanner to Financial Planner - Devon - £42k + Excellent Bonus + Hybrid/Flexible Workin

Financial Divisions
Devon
money-bag £38000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130707538

Are you a Paraplanner looking to take the next step in your career, or have you been promised progression towards an advisory role which has not yet come to fruition?An excellent opportunity has arisen for a Paraplanner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.Our client is a highly respected business and is offering a rare opportunity for a Paraplanner to progress into a Financial Planner role, and manage an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with ambition to take the next step in their career and earn very well.The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The ..... full job details .....

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