Trainee Financial Adviser

Trainee Financial Adviser - Blackpool Are you an experienced Paraplanner looking for a clear route into a Financial Adviser role? Our client is seeking an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong Paraplanner who enjoys working closely with clients and wants to progress towards becoming a certificated Financial Planner. You''ll work alongside experienced Wealth Planners, supporting the delivery of high-quality financial planning advice while continuing to develop your technical expertise, client relationship skills, and commercial awareness. This role offers genuine career progression, with structured development and exposure to all aspects of the advice process. What you''ll be doing Conducting financial planning research, technical analysis, and cashflow modelling to support client recommendations Preparing suitability reports and recommendation documentation for Wealth Planners Supporting client onboarding, new business processing, and ongoing client administration Acting as a key point of contact for clients, ensuring a professional and responsive service Working closely with Wealth Planners, Investment Managers, and internal teams to deliver excellent client outcomes What we''re looking for Strong experience as a Paraplanner within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, protection, and wider financial planning solutions Experience ..... full job details .....