Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Collaborate with advisers to create tailored financial reports and ensure compliance.
- Company: Join a prestigious Chartered Financial Planning firm focused on client success and ethical standards.
- Benefits: Enjoy hybrid working, ongoing development funding, and a clear path to becoming an IFA.
- Why this job: This role offers career progression, continuous learning, and the chance to make a real impact.
- Qualifications: Previous Paraplanner experience, strong report writing skills, and ideally Diploma qualified or pursuing it.
- Other info: Apply now to be part of a dynamic team and fast-track your financial career!
The predicted salary is between 32000 - 48000 £ per year.
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.
- Hybrid working: Enjoy flexibility with a balance of office and remote working.
- 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.
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@financialdivisions.co.uk today. Don’t miss your chance to be part of something exceptional!
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars to connect with current Paraplanners and Financial Advisers. This can provide you with valuable insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and products. Staying updated on industry changes will not only enhance your knowledge but also demonstrate your commitment to continuous learning, which is highly valued by employers.
✨Tip Number 3
Consider reaching out directly to the firm for an informational interview. Express your interest in the Paraplanner position and ask about their expectations and company culture. This proactive approach can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with financial software tools during interviews. Being able to articulate your familiarity with these tools will show that you are ready to hit the ground running and contribute effectively to the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Paraplanner, focusing on relevant skills such as report writing, compliance knowledge, and familiarity with financial software tools. Customise it to reflect the specific requirements mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to grow within the industry. Mention how your background aligns with the firm's values and your desire to progress towards becoming an IFA.
Highlight Relevant Qualifications: If you have any qualifications related to financial planning, such as a Diploma (Level 4), be sure to mention them prominently. If you're working towards this qualification, include that information to demonstrate your commitment to continuous learning.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and well-presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Knowledge
Make sure to demonstrate your understanding of financial planning principles, especially in areas like pensions, investments, and compliance. Prepare to discuss specific examples from your previous experience that highlight your expertise.
✨Prepare Tailored Questions
Think of insightful questions to ask during the interview that show your interest in the firm and the role. Inquire about their approach to client relationships or how they support career progression towards becoming an IFA.
✨Highlight Your Attention to Detail
As a Paraplanner, accuracy is key. Be ready to discuss how you ensure precision in your work, particularly in report writing and compliance documentation. Share any tools or methods you use to maintain high standards.
✨Express Your Passion for Learning
Since the firm values continuous development, convey your enthusiasm for further qualifications and professional growth. Mention any relevant courses you are pursuing or plan to pursue, and how they align with your career goals.
