At a Glance
- Tasks: Support experienced advisers and gradually manage your own client relationships.
- Company: Bluesky Chartered Financial Planners, a respected independent firm.
- Benefits: Competitive salary, bonuses, and a clear pathway to becoming a Financial Adviser.
- Other info: Join a supportive team focused on your professional growth.
- Why this job: Kickstart your career in finance with structured training and real client exposure.
- Qualifications: Technical expertise in paraplanning and ambition to become a Financial Adviser.
The predicted salary is between 45000 - 60000 £ per year.
£45,000 - £60,000 Basic Salary + Bonus + Future Adviser Earnings Potential Chartered Financial Planning Firm | Structured Adviser Training Programme | Clear Route to Financial Advice A rare and exciting opportunity has arisen for an ambitious Paraplanner who is ready to take the next step towards becoming a Financial Adviser.
Bluesky Chartered Financial Planners are a highly respected independent Chartered Financial Planning firm, providing tailored financial advice to individuals, families and business owners.
With a reputation built on technical excellence, exceptional client service and long-term relationships, they continue to grow and invest in the development of their people.
This is not a traditional paraplanning role.
Instead, it has been specifically designed for a technically capable Paraplanner who has aspirations of becoming a Financial Adviser and wants a structured, supported pathway into advice.
Working closely with experienced advisers, you will initially utilise your technical expertise to support the advice process while gradually increasing your client exposure, advisory responsibilities and ultimately progressing towards managing your own client relationships.
The Opportunity This role provides a genuine transition from Paraplanner to Financial Adviser within a supportive and professional environment.
You will receive direct ment...
