Paraplanner - Progression to Advisor - Fully Remote - Up to £45k DOE - National - Financial Divisions : Job Details

Are you an ambitious and Diploma-qualified Paraplanner looking for a career-defining opportunity? My client, an organically growing national IFA firm, is offering a fantastic chance to join their expanding team. This fully remote position provides the flexibility of working from home, with occasional meetings in Surrey, Kent, Derbyshire or Inverness. With a clear path to becoming a Financial Advisor, this role is perfect for a self-motivated professional eager to make a meaningful impact while enjoying professional growth and rewards.

In this role, you will collaborate with Advisors, preparing detailed financial reports, conducting thorough product research, and assisting in strategies for tax mitigation, estate planning, pensions, and investments. Your work will be crucial in helping clients achieve their long-term financial goals through tailored, independent advice. Responsibilities include crafting bespoke financial strategies, ensuring compliance with FCA regulations, and maintaining strong communication with clients and Advisors.

As this is a remote role, we are looking for someone confident in their ability to work independently while contributing to a dynamic and supportive team. The ideal candidate will hold a Diploma in Financial Planning and have proven experience as a Paraplanner within an IFA setting. A friendly and proactive approach, coupled with professionalism and integrity, will make you a perfect fit for this role.

In addition to a competitive salary of up to £45k, plus performance-based bonuses, you will be offered the opportunity to earn equity once you progress to an Advisor role. You’ll also enjoy working in an innovative environment with clear pathways for career progression and further professional development. This is your chance to shape your future while contributing to the success of an organically growing national IFA firm.

If this sounds like the opportunity you’ve been waiting for, contact Joanna at Financial Divisions to learn more. We can’t wait to hear from you!