Paraplanner with Pathway to Financial Advisor

Paraplanner with Pathway to Financial Advisor

Full-Time 40000 - 45000 £ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Join as a Trainee Financial Advisor and progress rapidly with expert guidance.
  • Company: Supportive financial firm focused on employee development and wellbeing.
  • Benefits: Earn £40,000 - £45,000, enjoy 36 days holiday, and access a car scheme.
  • Other info: Embrace a culture of respect, responsibility, and high performance.
  • Why this job: Fast-track your career to become a qualified Financial Advisor in a dynamic team.
  • Qualifications: Must be a Level 4 Qualified Paraplanner (DipPFS or DipFA).

The predicted salary is between 40000 - 45000 £ per year.

Are you a whole‑market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising.

This closely knit team fosters a high performance atmosphere and holds fearlessness, respect and responsibility as their core values. In return they offer career progression, generous remuneration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development.

This role would suit a whole‑market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor.

The Role:

  • Joining as a Trainee Financial Advisor
  • Rapid progression opportunity
  • Excellent benefits including 36 Days Holiday – often with extra days off
  • Supportive work culture that values hard work and professionalism

The Person:

  • Whole‑market Paraplanner
  • Level 4 DipPFS or DipFA qualified
  • Looking to become a Financial Advisor

We are an equal opportunities employer and welcome applications from all suitable candidates.

Paraplanner with Pathway to Financial Advisor employer: Broughton Group

Join a dynamic and supportive team in Edinburgh where your career as a Paraplanner can flourish into a fully qualified Financial Advisor role. With a strong emphasis on employee wellbeing, generous benefits including 36 days of holiday, and a commitment to professional development, this company stands out as an excellent employer for those seeking meaningful growth in the financial services sector.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

We think you need these skills to ace Paraplanner with Pathway to Financial Advisor

Level 4 Qualification (DipPFS or DipFA)
Understanding of the advice process
Career Progression
Team Collaboration
High Performance Atmosphere
Employee Wellbeing Focus
Work/Life Balance