Paraplanner

Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
5h
Paraplanner
Skipton Building Society —Skipton
- £39,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Annual leave
1h
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Communication skills
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree
Paraplanner
Foster Denovo —Lockington
- Full-time
- Hybrid work
- Employee discount
14d
Senior Paraplanner
YorWealth Ltd —York
- £42,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
Quick apply
7d
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
7d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
Paraplanner
Moneytree Financial Solutions —Runcorn
- £20 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Trainee Independent Financial Adviser
Associated Legal and Financial Ltd —Inverness
- £28,000 - £38,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
2d
Paraplanner
TFA Trusted Financial Advice —Plymouth
- £35,000 - £45,000 a year
- Full-time
- Mentoring
- In-person
- AI
- Free parking
- Life insurance
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- Communication skills
- Annual leave
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Business development
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Computer literacy
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme

I want to receive the latest job alerts for paraplanner – level 4

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trainee Wealth Adviser

The Openwork Partnership -
Swindon

Apply Now

Job details

Permanent
£45,000 a year
5 hours ago

Benefits

Private dental insurance
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Client engagement

Full job description

The opportunity

Ready to take the next step in your Financial Advice career?

At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice.

You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.

This role would be particularly well suited to:

Paraplanners looking to move into an advisory role
Recently qualified Wealth Advisers seeking structured development and support
Financial services professionals with a Level 4 Diploma who are ready to begin advising clients

The Benefits:

Salary – £45,000
Bonus scheme - on target bonus –10%
Pension scheme - contribute up to 5% of your salary and we will match and put in an extra 5%
Critical illness cover
Income protection
Death in service - 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

About the Opportunity

You'll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence required to deliver high-quality financial advice.

During your first quarter with us, you'll complete a comprehensive Wealth Adviser Bootcamp, including:

Structured technical and advisory training
In-depth coaching from experienced Wealth Advisers and business leaders
Licensing and competency sign-off programme
Regulatory and compliance development
Client engagement and advice process training

Following successful completion of the programme and licensing requirements, you'll transition into an advising role, working directly with clients and beginning your journey as a Wealth Adviser within The Openwork Partnership.

What will you need to succeed?

Level 4 Diploma in Financial Planning
Passionate about developing a career in Wealth Advice
Strong communicators with excellent interpersonal skills
Client-focused and committed to delivering positive outcomes

Training & Location Requirements

The initial training and development programme will be delivered from our Swindon Head Office. Candidates must be able to travel to our Swindon HQ regularly during the first three months of employment to fully participate in the bootcamp, training sessions, coaching, and licensing activities.

Selection Process

We will be running Assessment Centres in Swindon throughout September for this opportunity. Successful candidates will progress through our assessment process and, on joining, begin the next available Trainee Wealth Adviser bootcamp in January 2027.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Apply Now

Refine Your Search

paraplanner – level 4 jobs

Trainee Wealth Adviser

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Senior Paraplanner

Paraplanner

Wealth Planning Administrator

Compliance Manager (Financial Advice)

Paraplanner

Paraplanner

Trainee Independent Financial Adviser

Paraplanner

Paraplanner

Paraplanner

Client Support Administrator

Financial Adviser

Paraplanner

Central Operations Administrator

I want to receive the latest job alerts for paraplanner – level 4

Related Searches

Explore jobs in more locations

The opportunity

What will you need to succeed?

Why us?

Jobseeker tools

Employer Tools

Browse

Stay Connected