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Paraplanner to Adviser Path: Technical
Job in
Wirral, Birkenhead, Merseyside, CH41, England, UK
Listed on 2025-12-30
Listing for:
Eden Rose
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
Location: Wirral
A leading financial advisory firm in Wirral is seeking an experienced Paraplanner who aspires to transition into an Adviser role. The ideal candidate will be Diploma qualified or actively pursuing their Diploma and must possess a solid understanding of regulated financial advice and pensions. This role involves supporting a Chartered Adviser with client-facing responsibilities, including probate cases and pension advice, with the potential to inherit a client bank.
A technically strong background and motivation to advance are essential for success in this dynamic environment.
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