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Paraplanner (Progression to Advisor)

CV-Library

Posted on Jul 9, 2026 by CV-Library
Hillingdon, Greater London, United Kingdom
Accountancy
Immediate Start
£45k - £50k Annual
Full-Time
Paraplanner (Progression to Advisor)

£45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training

Hillingdon

Are you a Paraplanner looking to join a well-established IFA which will offer you, study support to become chartered and clear progression routes to Advisor?

In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.

This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes.

The Role

Producing Suitability reports
Undertake technical research and analysis to support client recommendations
Ensuring client files and records are updated correctly
Support advisors in developing financial strategies
Progression to Advisor and chartership support
Monday-Friday, 9am-5pm, 37.5 hours per weekThe Person

Experience working in a Paraplanner role
Looking to progress to an AdvisorReference Number: BBBH 26236

Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

Reference: 225353770

https://jobs.careeraddict.com/post/113537887
CV-Library

Paraplanner (Progression to Advisor)

CV-Library

Posted on Jul 9, 2026 by CV-Library

Print
Hillingdon, Greater London, United Kingdom
Accountancy
Immediate Start
£45k - £50k Annual
Full-Time
Paraplanner (Progression to Advisor)

£45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training

Hillingdon

Are you a Paraplanner looking to join a well-established IFA which will offer you, study support to become chartered and clear progression routes to Advisor?

In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.

This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes.

The Role

Producing Suitability reports
Undertake technical research and analysis to support client recommendations
Ensuring client files and records are updated correctly
Support advisors in developing financial strategies
Progression to Advisor and chartership support
Monday-Friday, 9am-5pm, 37.5 hours per weekThe Person

Experience working in a Paraplanner role
Looking to progress to an AdvisorReference Number: BBBH 26236

Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Print

Reference: 225353770

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