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Permanent

Paraplanner / Trainee Financial Adviser, Near Guildford, Surrey, £40,000 - £50,000 Basic

Financial Divisions
Guildford
money-bag £40000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127755066

£40,000 - £50,000 Basic Salary + Bonus + Comprehensive BenefitsCareer Defining Opportunity Adviser Training Programme Competent Adviser Status Within 12-18 MonthsThis is a rare opportunity for an ambitious and technically capable Paraplanner to join a highly respected Chartered Financial Planning firm and embark on a structured pathway into financial advice.Our client is an established Chartered Wealth Management practice based near Guildford, providing sophisticated financial planning advice to high-net-worth individuals, families, trusts and business owners across London and the South East. Having successfully supported the growth of this business over several years and placed multiple professionals into the firm, we have witnessed first-hand their commitment to staff development, client excellence and long-term growth.As part of their continued expansion plans, the Directors are seeking a Paraplanner who has genuine aspirations to become a Financial Adviser. They are committed to investing significant time, training and resources into the successful individual, with the objective of achieving Competent Adviser Status and transitioning into an advisory role within approximately 12-18 months.The OpportunityWorking closely with Senior Advisers and Directors, you will gain exposure to all aspects of holistic financial planning while developing the technical and client-facing skills required to become a successful Financial Adviser.Your responsibilities will include:• ..... full job details .....

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