Paraplanner - Looking to move into an Adviser role?

Paraplanner - Looking to move into Advice Wokingham £45,000 – £60,000 (depending on experience) Salaried position + discretionary bonus Ready 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 Overview This 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 Details • Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. • Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. • Attending client meetings and gradually taking a more active role in discussions and recommendations. • Building relationships with clients early on, supported by the wider team. • Progressing quickly into leading client meetings and delivering advice independently. • Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details • £45,000 – £60,000 salary depending on experience. • Discretionary bonus scheme. • 6% pension contribution. • Private medical insurance and life cover (DIS). • 25 days holiday plus bank holidays. • Full support from a dedicated paraplanning and administration team. • Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They’re Looking For • Strong paraplanning experience within an IFA or financial planning firm. • Diploma qualified, ideally working towards Chartered status. • Confident communicator with the ability to build client relationships. • Someone who enjoys technical planning and is ready to step into a client-facing role. • A collaborative team player with a long-term mindset. If you’re a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.