Paraplanner

Trainee Wealth Adviser
Openwork UK Ltd —Remote
- £45,000 a year
- Remote
11d
Trainee Paraplanner
Quilter —Birmingham
- Full-time
- Microsoft Word
- Communication skills
- Analytics
3d
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
7d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
7d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
7d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Paraplanner
Skipton Building Society —Skipton
- £39,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Annual leave
2d
Paraplanner
Miller Knight Ltd —Lingfield
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
9d
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
11d
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
8d
Business Assurance Specialist
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Communication skills
3d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Mentoring
- Communication skills
1d
Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Paraplanner
Foster Denovo —Lockington
- Full-time
- Hybrid work
- Employee discount
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
2d

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Trainee Wealth Adviser

Openwork UK Ltd
Remote

Apply Now

Job details

£45,000 a year
11 days ago

Benefits

Private dental insurance
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Client engagement

Full job description

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.

Apply Now

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