If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. In this role you will work closely with an experienced adviser, gaining exposure to client meetings, strategic planning discussions and end to end case management. You will have the chance to deepen your technical expertise while gradually increasing your involvement in client facing activity. This is ideal for someone who enjoys paraplanning but is ready to move into a more involved, long term career path. Your day will be varied, including preparing recommendation reports, undertaking research, supporting client reviews, ensuring follow up actions are completed and helping to maintain an efficient advice process. As you develop, you will begin to take on more independent responsibility, ultimately progressing towards a full adviser position within the firm. Paraplanner progressing to Financial Adviser Requirements • You should have Level 4 Diploma qualified or working towards it and looking to progress to Chartered status. • You should have Minimum 3 to 4 years’ experience within a financial advisory practice • ideally you should have a strong backgro...