Paraplanner / Trainee IFA

Eden Rose; High Wycombe; Hybrid; GBP 40,000 - 48,000; Full time

Benefits offered by this job

Study support

Mentoring from advisers

Hybrid work after onboarding

Funded qualifications

Job summary

Eden Rose is seeking a Paraplanner who aims to progress into a Financial Adviser role. The firm offers mentoring, study support, and a structured pathway to client-facing advisory work in High Wycombe.

The role starts in a technical paraplanning capacity with research, report writing and planning analysis, advancing as qualifications and confidence grow. Hybrid working follows a six-month onboarding period.

Qualifications

• This role requires paraplanning experience within an IFA or wealth management firm.
• Progress towards Level 4 Diploma in Financial Planning or current qualification is preferred.
• Strong technical financial planning knowledge and report-writing ability.

Responsibilities

• Support advisers with research and suitability reports.
• Conduct pension, investment and financial planning research.
• Assist with cashflow modelling and planning analysis.
• Prepare recommendations and client review documents; attend meetings.
• Develop advisory and client-relations skills over time.

Skills

Paraplanner

I.F.A. experience

Financial research

Report writing

Relationship building

Education

Level 4 Diploma (or progressing)

Tools

Intelligent Office

FE Analytics

CashCalc

Job description

High Wycombe

Up to £48,000 + Study Support + Career Path to Advice

Job Ref
91021
Location
High Wycombe
Salary
£40,000 - £48,000 Per Annum
Employment Type
Permanent

• Location: High Wycombe, Buckinghamshire
• Type: Permanent
• Job #91021
• Salary: £40,000 - £48,000 Per Annum

Paraplanner / Trainee Financial Adviser

High Wycombe

Up to £48,000 + Study Support + Career Path to Advice

Full-time | Office-based for first 6 months, then hybrid (4 days office / 1 day WFH)

A highly regarded independent wealth management firm is seeking an ambitious Paraplanner who is looking to take the next step towards becoming a Financial Adviser.

This is a rare opportunity to join a growing advisory business that already has an established client bank and is actively looking to develop its next generation of advisers. You’ll work closely with experienced advisers, receive mentoring and support, and follow a structured pathway into a client-facing advisory role.

Whether you’re already Diploma qualified or nearing completion of Level 4, this role offers the chance to transition from technical paraplanning into advice while being supported by a collaborative and experienced team.

The Opportunity

The business has an existing client portfolio that requires additional servicing capacity, creating an excellent platform for someone looking to make the move into financial advice.

Initially, you will work within a paraplanning capacity, supporting advisers with research, report writing and financial planning recommendations. As your knowledge, qualifications and confidence develop, you’ll have the opportunity to shadow experienced advisers, attend meetings and begin building your own advisory responsibilities.

This is an ideal role for a career-minded paraplanner who wants a genuine route into advice rather than remaining in a purely technical position long term.

Key Responsibilities

• Supporting advisers with research and suitability report preparation
• Conducting pension, investment and financial planning research
• Assisting with cashflow modelling and financial planning analysis
• Preparing recommendations and client review documentationAttending client meetings alongside experienced advisers
• Developing advisory and relationship management skills
• Building knowledge across pensions, investments, protection and retirement planning
• Working towards a transition into a client-facing adviser role

About You

To be considered, you will ideally have:

• Experience working as a Paraplanner within an IFA or Wealth Management firm
• Progress towards the Level 4 Diploma in Financial Planning (or already qualified)
• Strong technical financial planning knowledge
• Experience producing suitability reports and conducting research
• A genuine ambition to become a Financial Adviser
• Excellent communication and relationship-building skills
• A proactive attitude and willingness to learn
• The desire to be part of a close-knit and collaborative team

Experience with systems such as Intelligent Office (IO), FE Analytics, CashCalc and major investment platforms would be advantageous.

What’s on Offer?

• Salary up to £48,000
• Clearly defined route into financial advice
• Mentoring from experienced advisers
• Opportunity to work with an established client bank
• Funded professional qualifications, exam fees and study materials
• Hybrid working after successful completion of the initial six-month onboarding period
• Long-term career progression within a growing wealth management business
• Supportive and collaborative team environment

Location

The role is currently based in High Wycombe. This opportunity would suit an experienced paraplanner who enjoys the technical aspects of financial planning but is ready to take the next step towards becoming a trusted adviser.