Paraplanner

You'll earn a solid base salary and boost your income with a clear, performance-based bonus system that directly rewards the quality and quantity of your work.

After completing the initial training, you’ll benefit from hybrid working, giving you the flexibility to split your time between home and the office in a way that suits your lifestyle.

There’s also full support to help you progress further, including funding for additional exams and a clear pathway to become a Financial Adviser, so you can advance your career without barriers.

In the meantime, you’ll gain valuable experience by working closely with advisers, helping to shape financial strategies that make a real difference to clients.
  
What you’ll do
  
As part of a team of six Paraplanners, you’ll provide crucial technical support to financial advisers. This will involve:

• Conducting in-depth product research to inform financial strategies
• Writing detailed reports that underpin adviser recommendations
• Collaborating with advisers to understand client objectives, risks, and circumstances
• Assisting in the development of tailored financial planning strategies
• Supporting advisers before and after client meetings to ensure smooth execution

What you’ll need
  
A Diploma in Financial Planning or an equivalent qualification is essential, but if you’re close to completing one, you could still be considered.

Strong analytical skills and an interest in helping people achieve their financial goals will also serve you well.
  
About the company
  
True Potential is a well-established UK financial services firm, offering wealth management, financial advice, and investment portfolios. Their model allows advisers to work independently while benefiting from the group’s resources, making it a supportive environment for career growth.
  
Please click the ‘Apply’ button. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.

You can also connect with me (Leanne Fairhurst) on LinkedIn