This Trainee Financial Advisor job around Bromsgrove area provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before. As a Trainee Financial Advisor, your responsibilities will include: Accompanying the Financial Adviser to most client meetings Taking meeting notes Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports Undertaking tasks to assist the Financial Adviser be effective in their role Liaise with the back office team to co-ordinate tasks Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires and high-performing business owners with complex financial planning needs. Trainee Financial Adviser Requirements This is well suited to a current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status You must have a professional approach to your work and be a positive r