Vacancy Detail

Paraplanner - Progression to Financial Planner

Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner over time?

Recruit Wealth are delighted to be representing a smaller but highly successful, truly independent Financial Planning business seeking an ambitious, aspiring Planner to join their growing team.

This is genuinely a fantastic opportunity to continue developing your technical paraplanning ability whilst working towards becoming a fully competent Financial Planner.

Unlike many “fast track or academy” trainee adviser positions, you'll benefit from a structured, long term career pathway, full study support, a generous basic salary whilst working "one on one" with a highly successful financial planner.

The Opportunity

This role will continue seeing you carrying out your paraplanning duties with gradual exposure to client-facing financial planning, allowing you to build confidence with client conversations, before progressing into a fully-fledged advisory position.

You'll initially support the financial planner with complex technical advice work before progressively and slowly taking responsibility for your own client meetings, annual reviews and new client introductions.

All client opportunities over time are provided, allowing you to focus on delivering outstanding advice rather than business development.

Please note: This is a not sales led advisory business, maintaining existing clients and growing through referral is key to our clients name and reputation.

What You'll Be Doing:

• Producing high-quality, technical suitability reports across pensions, investments and protection.
• Conducting technical research and preparing financial planning recommendations.
• Supporting an experienced Financial Planner and attending client meetings where needed.
• Gradually and slowly taking ownership of client relationships
• Delivering holistic financial planning advice as your experience develops over the years to come
• Working within FCA compliance standards and maintaining exceptional client outcomes.
• Continuing your professional development.

What We're Looking For

We're keen to speak with individuals who possess:

• Experience within an Independent Financial Advice practice as a Paraplanner
• Strong technical report writing and suitability report experience.
• Excellent technical knowledge of pensions, investments and complex advice areas
• Excellent knowledge of providers/platforms and products
• Excellent knowledge of back office systems such as Dynamic Planner, Voyant, CashCalc etc
• Level 4 Diploma qualified and with the willingness and desire to study further
• Ambition to build a long-term career as a Financial Planner.
• A professional, client-focused approach with excellent attention to detail.

What's On Offer?

• £40,000 - 50,000 basic salary
• Genuine, long-term career progression within a supportive and flexible Financial Planning business
• The opportunity to build a rewarding advisory career without the pressure of generating your own client bank
• Home working, flexible working with some office contact during the week
• Smaller business where work/life balance is championed, not a corporate environment

Location

Farnborough and the surrounding areas would be ideal for office days and team days.

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

Location: Farnborough, Hampshire | Salary: £40000 - £50000 per year | Job type: Permanent | Posted: 12/11/2026