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Permanent

Trainee IFA / Paraplanner

Godalming
money-bag 40000.00-40000.00 Annual
3110907150
Posted 3 days ago

Trainee Adviser - Basic to £45,000 + Bonus, Benefits and Hybrid working.A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business.The purpose of this role is to support the firm''s Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner.The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval.This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment.This role will be working alongside established IFAs and within a high quality Technical and Support team. .Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.

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