Paraplanner – Route to Financial Adviser - Ascot - Hybrid - £45,000 – £55,000 DOE Study Support - Financial Divisions : Job Details

Are you a Diploma-qualified Paraplanner looking for a genuine pathway into financial advice?

This is a rare opportunity to join a respected Independent Financial Planning firm in Ascot, where you’ll benefit from hands-on mentoring, structured progression, and the opportunity to inherit an established client bank.

The Opportunity

Our client has been advising high-net-worth individuals and families for over 25 years, providing holistic advice across:

• Pensions & Retirement Planning
• Investments & Tax Planning
• IHT, Wills, Trusts & Estate Planning
• Mortgages and Protection

Due to internal progression, they now seek a Paraplanner to support senior Advisers while developing toward a client-facing role. You’ll work closely with a highly experienced Adviser who is planning for retirement, with a clear route to transition into an Adviser role and take over their client portfolio.

Your Responsibilities

• Collate and review client information (hard and soft facts) with Advisers
• Research products, funds, and providers across the whole of market
• Draft Suitability Reports, Pension Analysis Reports, and financial recommendations for approval
• Run and manage the annual/bi-annual review programme for clients
• Support the Model Portfolio Programme and portfolio planning
• Ensure Advisers are fully prepared for client meetings, including report packs and supporting documentation
• Supervise Administrators on application forms and case preparation
• Contribute to the development of procedures and reporting templates
• Attend client meetings, take detailed notes, and gradually take an active role in the advice process

About You

Level 4 Diploma in Regulated Financial Planning (essential)

Strong paraplanning background within an IFA or wealth management firm

Excellent report-writing, analytical, and research skills

Solid technical knowledge of pensions, investments, ISAs, bonds, and platforms

Organised, detail-focused, and confident working to deadlines

Experience with systems such as Intelliflo/Intelligent Office, FE Analytics, or Synaptic (desirable)

Ambition to progress into an Adviser role with full support

What’s on Offer

• Competitive salary £45,000 – £55,000 DOE
• Hybrid working (part office / part home)
• Full study support toward Chartered status and additional qualifications
• Direct mentorship from senior Advisers with client handover planned
• No need to business develop – inherit an established book of clients
• Option for full-time or part-time working hours
• Long-term career progression in a friendly, supportive team

To apply or discuss in confidence, please contact:

Ryan at Financial Divisions