Trainee Financial Planner

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role.This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment.The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time.This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications.The OpportunityYou will gain exposure to:High-net-worth private clientsPension, investment and holistic financial planning strategiesCashflow modelling and technical analysisClient meetings and relationship managementA personalised, relationship-led wealth management environmentA structured route towards becoming a Financial Adviser with book providedKey ResponsibilitiesPreparing suitability reports and recommendation lettersConducting technical research across pensions, investments and protectionSupporting advisers with financial planning strategiesPreparing for and attending client meetingsMaintaining compliant client records ..... full job details .....