Paraplanner – Pathway to Adviser Role (Wokingham)

About the role

This position is for a qualified Paraplanner who wants to transition into a fully client‑facing adviser role. You will start in a structured paraplanning orientation, learning the firm’s processes and client base before moving quickly into independent advice delivery.

Key responsibilities

• Support senior advisers with technical research, report writing and financial planning.
• Attend client meetings, gradually taking a more active role in discussions and recommendations.
• Build early relationships with clients under the guidance of experienced advisers.
• Progress to leading client meetings and delivering advice independently.
• Take ownership of a client portfolio as part of a planned transition to adviser status.

Required profile

• Diploma‑qualified Paraplanner, ideally working towards Chartered status.
• Strong analytical and research abilities.
• Desire to develop client‑facing advisory skills.

Required skills

What we offer

• Salary £45,000 – £60,000 per year, dependent on experience.
• Discretionary bonus scheme.
• 6% pension contribution.
• Private medical insurance and life cover.
• 25 days holiday plus bank holidays.
• Full support from a dedicated paraplanning and administration team.
• Clear, funded pathway into a fully fledged adviser role with an existing client bank.