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

Paraplanner (route to advisor)| Hybrid | £50k + Bonus | Bracknell Your 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 Opportunity Join 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 Do • Produce clear, compliant suitability reports & recommendations • Carry out in-depth technical research on pensions, investments & tax planning • Build and analyse cashflow models • Partner closely with IFAs to influence client advice • Keep up to date with legislation, regulation & product developments • Play a hands-on role in annual reviews & long-term planning What You’ll Bring • Experience as a Paraplanner or IFA Administrator (essential) • Diploma Level 4 (or working towards) • Strong technical knowledge of pensions, investments & protection • Excellent written communication and attention to detail • Proactive, growth-oriented mindset — and an eye on the move to advice Why This Firm? • Defined pathway to IFA – mentoring, shadowing & structured progression • Full study support, CPD & professional development • Salary up to £50,000 + bonus + benefits • Hybrid working & flexible hours (full-time or part-time) • Inclusive, values-led culture with social team spirit • Recognition based on drive & ambition, not just years served Ready to Take the Step This isn’t “just another Paraplanner job.” It’s your route to a long-term career in financial advice with a firm that backs your ambitions. Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626.