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Permanent

Trainee Financial Adviser (Paraplanner Pathway) Wokingham, Berkshire, £45,000 - £60,000 Ba

Financial Divisions
Wokingham
money-bag £45000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127754813

£45,000 - £60,000 Basic Salary + Bonus + Future Adviser Earnings PotentialChartered Financial Planning Firm Structured Adviser Training Programme Clear Route to Financial AdviceA rare and exciting opportunity has arisen for an ambitious Paraplanner who is ready to take the next step towards becoming a Financial Adviser.Bluesky Chartered Financial Planners are a highly respected independent Chartered Financial Planning firm, providing tailored financial advice to individuals, families and business owners. With a reputation built on technical excellence, exceptional client service and long-term relationships, they continue to grow and invest in the development of their people.This is not a traditional paraplanning role. Instead, it has been specifically designed for a technically capable Paraplanner who has aspirations of becoming a Financial Adviser and wants a structured, supported pathway into advice.Working closely with experienced advisers, you will initially utilise your technical expertise to support the advice process while gradually increasing your client exposure, advisory responsibilities and ultimately progressing towards managing your own client relationships.The OpportunityThis role provides a genuine transition from Paraplanner to Financial Adviser within a supportive and professional environment.You will receive direct mentoring from experienced advisers, exposure to client meetings and a clearly defined development plan designed to help you achieve Competent ..... full job details .....

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