Junior Paraplanner - Trainee adviser role

Junior Paraplanner - Trainee Adviser role Location: Leatherhead Salary: Dependent on experience - £33,000 - £42,000 The Opportunity We''re working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey. Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills? Or perhaps you''re an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step? If so - this opportunity could be for you The Company This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer. The Adviser works with around 80 high-net-worth households, where they focus on building long-term relationships and delivering highly personalised, holistic financial planning. The existing administration and report writing functions are well established, meaning you''ll have excellent support around you while developing your own paraplanning and client-facing skills. The Role You''ll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan. Client meetings are a mixture of face-to-face appointments across London and ..... full job details .....