Trainee Financial Advisor

This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner.

The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will include:

• Preparing for and attending client meetings
• Supporting cashflow planning
• Managing meeting preparation and follow-up
• Liaising with product providers
• Preparing suitability reports and client documentation
• Supporting new business and platform administration
• Maintaining accurate and compliant client files

• Has at least 2 years'' Paraplanning experience
• Holds the Diploma in Financial Planning
• Is studying towards, or keen to pursue, further qualifications
• Has a genuine passion for client service
• Wants to develop their technical and client-facing skills
• Is ambitious and looking for long-term career progression
• Is happy to be mainly office based during their development

• Structured career progression towards Chartered Financial Planner
• Support with further professional qualifications
• Mentoring from experienced Financial Planners
• Direct exposure to clients and financial planning
• A genuine long-term career opportunity