Are you ready to take your career in financial planning or wealth management to the next level?
Optimum Path is a Chartered firm, guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly.
If you have already gained some sector experience, or if you are a recent graduate with a relevant degree, we'll train you and support you all the way to become a Diploma qualified paraplanner.
If you think you can become one of our paraplanners, please apply, we'd love to hear from you.
The opportunity
Working alongside experienced professionals, you'll gradually build the skills, knowledge, and confidence needed to support our Financial Planners providing research, analysis, building financial models, and client-ready reports.
This is more than just a job. It's a career pathway within a fantastic company, with real scope to become a qualified paraplanner and maybe onwards to become a future planner.
What you'll be doing
With structured guidance and mentoring, you'll:
* Gather and analyse client and product data.
* Build and manipulate lifetime financial models.
* Research financial products and services.
* Co-write suitability letters and reports.
* Attend client meetings and prepare review documentation.
* Collaborate closely with the admin and adviser teams to deliver seamless client service.
Skills required:
We are looking for enthusiasm, adaptability and honesty and a real commitment to building a career in financial planning. You'll ideally bring:
* GCSE English and A-Level Maths (or equivalent working level).
* A methodical mind, with great attention to detail.
* Excellent written and verbal communication skills.
* A collaborative approach and strong work ethic.
* Confidence using IT systems and an appetite for learning new tools.
Benefits
* 25 days holiday + bank holidays.
* Birthday day off.
* 8% employer pension contribution.
* Income Protection and Life Assurance (4x salary).
* Private Medical Insurance.
* Annual medical check.
* Discretionary bonus scheme.
* Cycle to Work scheme.
* Rural office with free parking & EV charging.
* Friendly, professional, and values-driven culture.
Why join us?
Established in 1978, Optimum Path is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands.
How to apply:
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.
To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.