Trainee Financial Planner

An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm.This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment.The OpportunityYou will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills.Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development.This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner.The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours.Key ResponsibilitiesSupport the delivery of holistic financial planning advice to high-net-worth clientsAssist in client meetings and gradually take a more active advisory rolePrepare and present financial planning recommendationsUndertake cashflow modelling and technical analysisWork closely with paraplanning and client support teamsBuild long-term relationships with clients as responsibility ..... full job details .....