At a Glance
- Tasks: Support experienced advisers and attend client meetings as a Paraplanner.
- Company: Growing Chartered Financial Planning firm with ambitious expansion plans.
- Benefits: Clear pathway to Financial Planner role, competitive salary, and generous bonus scheme.
- Other info: Excellent long-term career prospects in a dynamic environment.
- Why this job: Join a supportive team and develop your career in financial planning.
- Qualifications: Experience in Financial Planning and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen to join a growing Chartered Financial Planning firm during a significant period of expansion. The business is investing heavily in its regional offices and has ambitious growth plans, making this an excellent time to join an organisation that is committed to developing talent from within.
The role is designed for an ambitious Paraplanner who is looking to progress into a Financial Planner position. Initially, you will work in a client-facing Paraplanner capacity, supporting experienced advisers and attending client meetings, before transitioning into an authorised adviser role after approximately 12 months.
What you will receive:
- Clear pathway into a Financial Planner role
- Structured development and support towards becoming an adviser
- Strong culture of internal promotion based on merit
- Competitive basic salary and benefits package
- Generous bonus scheme once authorised
- Opportunity to join a growing office with significant long-term career prospects
Ideal candidates will have:
- Experience within Financial Planning as a Paraplanner or similar technical role
- Progress towards, or completion of, Level 4 Diploma qualifications
- Strong communication and relationship-building skills
- Ambition to become a successful Financial Planner
- A long-term mindset and desire to grow with the business
This is an excellent opportunity for someone looking to take the next step towards becoming a Financial Planner within a supportive and expanding organisation.
Trainee Financial Planner | Berkshire in Reading employer: BWD Search & Selection
Join a dynamic Chartered Financial Planning firm in Berkshire that prioritises the growth and development of its employees. With a clear pathway to becoming a Financial Planner, you will benefit from structured support, a strong culture of internal promotion, and a competitive salary package, all while being part of a team that values ambition and long-term career prospects.
Contact Details:
BWD Search & Selection Recruitment Team
