Paraplanner to Financial Planner - Hybrid, Study Support

Paraplanner to Financial Planner - Hybrid, Study Support

Full-Time No working from home possible
Recruit Wealth

Recruit Wealth in the United Kingdom is seeking an ambitious Paraplanner ready to step into a Financial Planning role. This hybrid position blends technical paraplanning with gradual exposure to client-facing planning, supported by a structured career path and study assistance.

Initially you’ll assist advisers with complex technical work and progressively handle your own client meetings, annual reviews and new introductions, with existing client opportunities from day one.

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Paraplanner to Financial Planner - Hybrid, Study Support employer: Recruit Wealth

Join a leading national Financial Planning business that prioritises employee development and offers a supportive work culture. With a commitment to high-quality financial advice and a focus on holistic service, this company provides excellent growth opportunities for its staff in a thriving regional office environment. Experience a rewarding career where your contributions are valued and you can make a real impact on clients' financial journeys.

Recruit Wealth

Contact Details:

Recruit Wealth Recruitment Team