At a Glance
- Tasks: Transition from Paraplanner to Financial Planner, managing a £40m client bank.
- Company: Respected Chartered Independent Financial Planning firm with a strong national presence.
- Benefits: £42k salary, excellent bonuses, private medical insurance, and flexible working.
- Other info: Enjoy a collaborative culture, work-life balance, and full study support towards Chartered status.
- Why this job: Accelerate your career in a supportive environment with genuine progression opportunities.
- Qualifications: Level 4 Diploma qualified or nearing completion, with strong technical knowledge.
The predicted salary is between 42000 - 42000 £ per year.
Are you a Paraplanner looking to take the next step in your career, or have you been promised progression towards an advisory role which has not yet come to fruition? An excellent opportunity has arisen for a Paraplanner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.
Our client is a highly respected business and is offering a rare opportunity for a Paraplanner to progress into a Financial Planner role, and manage an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with ambition to take the next step in their career and earn very well.
The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long‑term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning.
Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work‑life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture.
Once you are up to speed, you will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role.
What's on Offer
- Salary to £42k depending on experience
- Excellent bonus structure
- Client bank of approximately £40m AUM inherited from a retiring Adviser
- Full training and development into a Financial Adviser role
- Dedicated Administrator and full paraplanning support
- Full study support towards Chartered status, including study days for exams
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust
- Excellent Training & Competence support
- AI support in place to reduce administration and increase efficiency
Benefits
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Full study support towards Chartered status
- Excellent company culture with regular social and networking events
Who They're Looking For
- Level 4 Diploma qualified (or close to completion)
- Experienced Paraplanner looking to transition into a client‑facing role
- Strong technical knowledge and a genuine passion for financial planning
- Cashflow modelling experience
- Excellent communication and relationship‑building skills
- Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long‑term career development. With a clear pathway into a Financial Planner role and a substantial client book for you to manage, this position offers an exceptional platform on which to build a successful advisory career. If you are a Paraplanner looking to accelerate your progression within a high‑quality independent financial planning firm, please send your CV to Harry at Financial Divisions.
Paraplanner to Financial Planner - Devon - £42k + Excellent Bonus + Hybrid / Flexible Working in Bristol employer: Financial Divisions
Join a highly respected Chartered Independent Financial Planning firm in Devon, where your career progression is a priority. With a strong commitment to employee development, you will receive full training and mentoring to transition into a Financial Planner role, alongside a generous benefits package that includes flexible working options, private medical insurance, and study support towards Chartered status. The collaborative culture and emphasis on work-life balance make this an exceptional place for ambitious Paraplanners to thrive and build meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner to Financial Planner - Devon - £42k + Excellent Bonus + Hybrid / Flexible Working in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner to Financial Planner - Devon - £42k + Excellent Bonus + Hybrid / Flexible Working in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
