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Paraplanner - Trainee Financial Planner

Ready to take the next step into Financial Advice?

Are you an experienced Paraplanner, but looking for a genuine and clearer path into becoming an experienced Financial Planner?

Recruit Wealth are delighted to be representing a highly successful, well known, national independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team.

This is a fantastic opportunity to continue developing your technical and client contact expertise, whilst working towards becoming a fully competent Financial Planner under the mentorship of senior advisors.

Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support and a generous basic salary.

If you've reached the point where you're ready to move beyond paraplanning in to client advice….this could well be the opportunity you've been waiting for.

The Opportunity

This hybrid role combines technical paraplanning, with gradual exposure to client-facing financial planning over a structured period of time, allowing you to build confidence before progressing into a fully-fledged advisory position.

You'll initially support existing advisers with complex technical advice work before progressively taking responsibility for your own client meetings.

All client opportunities will be provided in-house over time, allowing you to focus on delivering outstanding existing client advice, rather than generating new client appointments.

What You'll Be Doing:

  • Producing high-quality suitability reports across pensions, investments and protection.
  • Conducting technical research and preparing financial planning recommendations.
  • Supporting experienced Financial Planners and attending client meetings.
  • Gradually taking ownership of existing client relationships and new enquiries.
  • Delivering holistic financial planning advice as your experience develops.
  • Working within FCA compliance standards and maintaining exceptional client outcomes.
  • Continuing professional development

What We're Looking For

We're keen to speak with individuals who possess:

  • Experience within a Financial Advisory business as a Paraplanner
  • Strong technical report writing and suitability report experience.
  • Ideally Level 4 Diploma qualified or very nearing completion.
  • Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner.
  • A professional, client-focused approach with excellent attention to detail.

What's On Offer?

  • Up to £50,000 basic salary DOE
  • Bonuses structured around development and reaching CAS over time
  • Existing, on-going client relationships and inheriting a client bank
  • Fully funded CII qualifications, exams and study support.
  • Genuine long-term career progression within a national Financial Planning business.
  • The opportunity to build a rewarding advisory career without the pressure of generating your own client bank.

Location

This opportunity is based in Windsor and would suit applicants commuting from the Berkshire area ideally.

Apply Today

If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Windsor, Berkshire - United Kingdom | Salary: £40000 - £50000 per year | Job type: Permanent | Posted: 07/10/2026

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