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Exciting New Opportunity for Senior Paraplanner
Location: Fully Remote (must live within 45 minutes of Newbury)Salary: c. £60k (negotiable for the right candidate) + bonusesChartered IFA Firm | Route to Adviser in 12-24 months
Are you a highly skilled Paraplanner looking to fast-track your career towards becoming a Financial Adviser? This brand-new, fully remote role with a boutique Chartered IFA firm could be the perfect opportunity to take your career to the next level!
This prestigious firm, based in Berkshire, is renowned for offering exceptional financial advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including City professionals, retirees, and families across London and the South. With a growing client base, increasing referrals, and multiple acquisitions in the pipeline, they’re busier than ever and looking for an experienced Senior Paraplanner to join their team.
Why You Should Apply:
- Definitive route to adviser - This role offers a clear path to becoming a Financial Adviser within 12 to 24 months. If you’re ready to take the next step in your career and manage your own client portfolio, this is the perfect opportunity.
- High-value cases - Work directly with the Head of Financial Planning on technical cases with investable assets of £1 million and above. Your expertise will play a vital role in shaping and delivering tailored advice for HNW and UHNW clients.
- Fully remote flexibility - Enjoy the benefits of working remotely, with the option of one day per week in the office in Berkshire. Perfect for someone seeking work-life balance while still staying connected to a high-performing team.
- Competitive salary and bonuses - Earn a salary of c. £60k (depending on experience), with the potential to increase with bonuses, alongside full study support if needed for further qualifications.
- A highly supportive environment - With a dedicated team of administrators, paraplanners, and compliance professionals, you’ll have the support you need to succeed. Plus, ongoing training and development will help you stay at the top of your game.
This role is ideal for someone with a solid background in HNW paraplanning and technical expertise in pensions, investments, estate planning, and IHT planning. If you’re close to achieving your Chartered status or already hold it, and you thrive in a dynamic, client-focused environment, this could be the opportunity you’ve been waiting for.
Key Requirements:
- Diploma qualified (Chartered status preferred or close to completion)
- Extensive experience in HNW paraplanning within an independent financial planning business (no pure report writers)
- Strong technical product knowledge
- Ability to hit the ground running and take ownership of complex cases
If you’re ready to join an innovative and growing firm with clear progression, a highly competitive salary, and the chance to become a Financial Adviser in just a couple of years, get in touch today to learn more about this incredible opportunity.
Contact Laura at Financial Divisions to express you interest.
