Paraplanner - Route to Adviser

wkLoop

Location: Horsham, United Kingdom

Category: Finance

Salary: 40,000 - 55,000 GBP / yearly

Full-time

Job Description

Client facing role working closely with Chartered Advisers in a boutique IFA firm near Horsham. Responsible for providing financial advice to HNW retirees, accumulators, families, and business owners.

Responsibilities

Work on a 1-2-1 basis with Chartered Advisers
Provide financial advice on pensions, investments, tax planning, retirement planning, and more
Draft reports, conduct analysis, and cashflow modeling
Possibility of progression to become an Adviser

Qualifications

Working towards or completed level 4 diploma
Experience in wealth management
Strong technical knowledge and report writing skills
Proactive attitude and desire to learn

Perks & Benefits

Full training and onboarding
23 days holiday + bank holidays
Birthday off work plus study leave
Full study support for industry exams

Why Join Us?

Join a boutique IFA firm with a focus on exceptional customer satisfaction, ongoing professional development, and potential for career progression.