Trainee IFA / Paraplanner

Trainee Adviser - Basic to £45,000 + Bonus, Benefits & 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.