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Permanent

Trainee Adviser

Thames Ditton
money-bag 40000.00-40000.00 Annual
3085433749
Posted Yesterday

A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in ..... full job details .....

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