Trainee Independent Financial Advisor in Wokingham

This is a standout opportunity for an experienced Paraplanner ready to transition into a Financial Advisor role within a highly professional, Chartered financial planning environment. Unlike traditional paraplanning roles, this position offers a clearly defined pathway into advice, combining technical paraplanning responsibilities with increasing client exposure, mentoring, and structured development. You will be supported every step of the way as you move from behind-the-scenes technical work into a fully client-facing advisory position. This role is ideal for an ambitious individual who wants to build a long-term career as a Financial Advisor without taking the risk of starting from scratch.

You will begin in a paraplanning capacity, working closely with experienced advisors and playing a key role in delivering high-quality financial planning. As you develop, you will progressively move into client interaction, supporting meetings, contributing to advice, and ultimately managing your own client relationships.

• Produce personalised, compliant suitability reports based on adviser recommendations and client objectives
• Conduct detailed research across pensions, investments, protection, and tax planning strategies
• Collaborate with advisors to develop and refine financial planning solutions
• Attend client meetings and gradually increase your involvement in advice delivery
• Support fact-finding, client reviews, and ongoing servicing requirements
• Analyse client portfolios, risk profiles, and financial planning objectives
• Maintain accurate and compliant client records in line with FCA requirements
• Liaise with providers and third parties for technical information and policy details
• Identify opportunities for new business and support growth of existing client relationships
• Progress toward managing your own clients as part of a structured development plan

• Experience as a Paraplanner within an IFA or Wealth Management firm is essential
• Level 4 Diploma in Financial Planning (or close to completion)
• Strong technical knowledge across pensions, investments, and financial planning
• Proven ability to write high-quality suitability reports
• Clear ambition to become a Financial Advisor in the near future
• Strong communication skills with the confidence to build client relationships
• Highly organised, analytical, and detail-focused
• Motivated, proactive, and career-driven

• Structured progression from Paraplanner to Financial Advisor
• Ongoing mentoring and support from experienced advisors
• Opportunity to build and inherit a client bank over time
• Hybrid working and flexible environment
• Competitive basic salary with strong future earning potential
• Full support toward further qualifications, including Chartered status
• A professional, supportive culture focused on long-term development