Paraplanner - Trainee Financial Planner
Ready to Take the Next Step into Financial Advice? Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner?Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser.Unlike many trainee adviser positions, you''ll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning.If you''ve reached the point where you''re ready to move beyond paraplanning and into client advice, this could be the opportunity you''ve been waiting for.The OpportunityThis hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position.You''ll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions.All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development.What You''ll Be Doing: Producing high-quality suitability reports across pensions, investments and protection.Conducting ..... full job details .....
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