Trainee Adviser - Paraplanner - Adviser pathway
Trainee Financial Adviser (Paraplanner Adviser Pathway)Cranleigh £40,000 - £50,000 (depending on experience) Hybrid working (1 day from home) + flexible hoursClient OverviewThis opportunity sits within a boutique independent financial planning firm that focuses on delivering personalised, long-term financial planning for individuals and families. This role is designed for a paraplanner who is ready to take the next step into financial advice within a supportive boutique firm.The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with administrators, paraplanners and advisers working collaboratively to deliver an excellent client experience.Role DetailsStarting in a paraplanning capacity, providing technical research and report writing to support the financial planning process.Working closely with the lead adviser, gaining exposure to client relationships and the wider advice process.Attending client meetings and gradually becoming more involved in the delivery of financial planning advice.Building relationships with clients over time, supported by the adviser and wider team.Progressing into leading client meetings and delivering advice independently as your experience ..... full job details .....
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