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For Companies At a Glance
- Tasks: Deliver tailored financial advice and support clients in their financial journeys.
- Company: Respected independent financial planning practice with a client-first approach.
- Benefits: Competitive salary, hybrid working, performance bonuses, and professional development opportunities.
- Why this job: Join a trusted team and take your career to the next level as an adviser.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3-4 years of relevant experience.
- Other info: Collaborative culture with clear pathways for career progression.
The predicted salary is between 50000 - 65000 £ per year.
Job Description
Job Title: Senior / Chartered Paraplanner – Route to Adviser
Location: Maidenhead, Berkshire (Hybrid working)
Salary: £50,000 – £65,000 per annum, plus performance-based incentives
Start Date: From November 15, 2025
Reports to: Senior Independent Financial Adviser
About the Firm
For more than 30 years, this well-respected, fully independent financial planning practice has been guiding clients through every stage of their financial journey. The firm is renowned for its ethical, client-first approach and specialises in holistic planning across pensions, investments, tax strategies, and estate planning.
Their long-standing success is built on integrity, technical precision, and relationships that last for decades—not quick wins or product sales. Joining this firm means becoming part of a trusted team that values expertise, collaboration, and professional growth.
The Opportunity
We’re seeking a seasoned Senior or Chartered Paraplanner who thrives in a whole-of-market, independent environment. You’ll play a central role in delivering tailored, high-quality financial advice alongside a senior adviser—contributing not just to technical excellence, but to the overall client experience.
This position is ideal for an ambitious paraplanner ready to take the next step towards becoming an adviser. You’ll have direct client contact, meaningful responsibility, and a clear, structured pathway to advice.
Key Responsibilities
- Collaborate with the adviser in client meetings, actively engaging in relationship-building and fact-finding.
- Prepare detailed, compliant, and fully bespoke suitability reports across pensions, investments, protection, and tax-efficient planning.
- Contribute to the design of sophisticated financial strategies for high-net-worth individuals and families.
- Liaise with clients, providers, and professional connections to ensure recommendations are implemented accurately.
- Mentor and support junior team members, helping to maintain high technical and service standards.
- Ensure all client files and documentation meet FCA compliance requirements.
- Take ownership of tasks and deadlines to deliver a seamless and proactive advice process.
About You
You’ll be a confident and meticulous paraplanner who combines strong technical understanding with a personable, client-centric approach. You enjoy being hands-on with complex cases and take pride in delivering solutions that genuinely improve clients’ financial wellbeing.
Requirements
Essential:
- Level 4 Diploma in Regulated Financial Planning (minimum)
- 3–4 years’ experience within an independent, whole-of-market financial planning firm
- Comprehensive technical knowledge across pensions, investments, and tax planning
- Excellent written and verbal communication skills
- Experience engaging directly with clients
- Strong organisational skills and a proactive mindset
Desirable:
- Chartered Financial Planner status (or working towards it)
- Experience working with high-net-worth clients
- Previous mentoring or leadership experience
Rewards & Progression
- Salary: £50,000 – £65,000 DOE + performance-related bonus
- Hybrid working: blend of office and home-based flexibility
- Progression: transparent route to Financial Adviser status
- Culture: collaborative, professional, and supportive team environment
Development: ongoing professional training and support towards Chartered status.
For further information contact Ryan at Financial Divisions.
Senior/ Chartered Paraplanner - Route to Adviser, Maidenhead, Berkshire, Hybrid, £50,000 - £65,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior/ Chartered Paraplanner - Route to Adviser, Maidenhead, Berkshire, Hybrid, £50,000 - £65,000
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, services, and client approach. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Senior Paraplanner. Highlight your technical skills and client-centric approach to demonstrate you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior/ Chartered Paraplanner - Route to Adviser, Maidenhead, Berkshire, Hybrid, £50,000 - £65,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior/Chartered Paraplanner role. Highlight your technical knowledge in pensions, investments, and tax planning, as well as any direct client engagement you've had.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience aligns with our client-first approach. Don’t forget to mention your ambition to progress towards adviser status!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and concise. Use professional language but keep it personable—show us your client-centric approach right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. The firm values expertise, so be ready to discuss complex cases and demonstrate your understanding of the financial landscape.
✨Showcase Your Client-Centric Approach
Since this role involves direct client contact, highlight your experience in building relationships and engaging with clients. Share specific examples of how you've improved clients' financial wellbeing through tailored advice.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle high-net-worth clients. Think about past experiences where you’ve had to design bespoke financial strategies or navigate compliance issues, and be ready to discuss them.
✨Demonstrate Leadership Potential
If you have mentoring or leadership experience, make sure to mention it! The firm is looking for someone who can support junior team members, so share how you've contributed to a collaborative environment in previous roles.