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Paraplanner - Fast-Track Your Career to Becoming an IFA!
Are you an ambitious Paraplanner ready to take your career to the next level? Do you want to join a dynamic, Chartered Financial Planning firm that invests in you with structured training and a clear path to becoming an IFA?
A prestigious and forward-thinking financial planning firm in Wokingham is seeking a talented Paraplanner to join their collaborative, client-centric team. This is not just another support role — it’s your gateway to an exciting long-term career in wealth management.
What’s in it for you?
- Career progression: A clear route to becoming a Financial Adviser with full training and support along the way.
- Ongoing development: Full funding for further qualifications and access to industry-leading tools and resources.
- Chartered environment: Join a respected and ethical firm committed to high standards and client success.
As a Paraplanner, you will:
- Collaborate with financial advisers to build tailored, compliant, and client-friendly suitability reports.
- Research a wide range of financial planning areas, including investments, pensions, protection, and tax strategies.
- Ensure accuracy and compliance in client documentation and CRM records.
- Support advisers with technical insights and contribute to developing best-in-class financial planning solutions.
- Stay ahead of the curve with evolving regulations and financial products.
What makes you the ideal Paraplanner?
- Previous experience as a Paraplanner in an independent or wealth management setting.
- Solid knowledge of pensions, investments, protection, and financial planning principles.
- Strong report writing skills and attention to detail.
- Familiarity with FCA compliance and financial software tools.
- Ideally Diploma qualified (Level 4) or working towards it — with a genuine passion for continuous learning.
Apply Now
This is the perfect opportunity for a Paraplanner who wants more than just a desk job — someone who’s eager to grow, evolve, and make a lasting impact in financial planning.
To apply, send your CV and contact details to Ryan at Financial Divisions today. Don’t miss your chance to be part of something exceptional!
