Paraplanner to Financial Planner Pathway - Remote in Newbury

Paraplanner to Financial Planner Pathway - Remote in Newbury

Newbury Full-Time No working from home possible
Chester Rose

Chester Rose Financial Planning is seeking a technically strong and ambitious Paraplanner to join our growing team. This is a unique opportunity for someone who enjoys the technical side of financial planning but ultimately wants to transition into a client-facing Financial Planner role.

For the first 18–24 months, you will play a key role within our Paraplanning team, developing a detailed understanding of our clients, advice process and technical standards.

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Chester Rose

Contact Details:

Chester Rose Recruitment Team