Trainee Adviser - Paraplanner - Adviser pathway
other jobs Cranleigh Personnel
Added before 2 Days
- England,South East,Surrey
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Trainee Financial Adviser (Paraplanner Adviser Pathway)
Cranleigh
£40,000 – £50,000 (depending on experience)
Hybrid working (1 day from home) + flexible hours
Client Overview
This opportunity sits within a boutique independent financial planning firm that focuses on delivering personalised, long-term financial planning for individuals and families.
This role is designed for a paraplanner who is ready to take the next step into financial advice within a supportive boutique firm.
The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.
Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with administrators, paraplanners and advisers working collaboratively to deliver an excellent client experience.
Role Details
*Starting in a paraplanning capacity, providing technical research and report writing to support the financial planning process.
*Working closely with the lead adviser, gaining exposure to client relationships and the wider advice process.
*Attending client meetings and gradually becoming more involved in the delivery of financial planning advice.
*Building relationships with clients over time, supported by the adviser and wider team.
*Progressing into leading client meetings and delivering advice independently as your experience grows.
*Ultimately taking on responsibility for client relationships as the lead adviser transitions towards focusing more on the strategic growth of the business.
This is a structured progression role that allows a technically strong paraplanner to develop into a fully fledged financial adviser with ongoing mentorship and support.
Benefits / Details
*Salary £40,000 – £50,000 depending on experience.
*Hybrid working with 1 day per week from home.
*Flexible working hours, allowing employees to balance work around life and family commitments.
*Opportunity to inherit client relationships over time as part of a structured adviser development pathway.
*Collaborative team culture within a supportive boutique financial planning firm with clear growth plans.
If you are a paraplanner who is ready to begin the transition into financial advice and would value mentorship within a supportive boutique firm, please apply and we can discuss the role in more detail
Cranleigh
£40,000 – £50,000 (depending on experience)
Hybrid working (1 day from home) + flexible hours
Client Overview
This opportunity sits within a boutique independent financial planning firm that focuses on delivering personalised, long-term financial planning for individuals and families.
This role is designed for a paraplanner who is ready to take the next step into financial advice within a supportive boutique firm.
The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.
Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with administrators, paraplanners and advisers working collaboratively to deliver an excellent client experience.
Role Details
*Starting in a paraplanning capacity, providing technical research and report writing to support the financial planning process.
*Working closely with the lead adviser, gaining exposure to client relationships and the wider advice process.
*Attending client meetings and gradually becoming more involved in the delivery of financial planning advice.
*Building relationships with clients over time, supported by the adviser and wider team.
*Progressing into leading client meetings and delivering advice independently as your experience grows.
*Ultimately taking on responsibility for client relationships as the lead adviser transitions towards focusing more on the strategic growth of the business.
This is a structured progression role that allows a technically strong paraplanner to develop into a fully fledged financial adviser with ongoing mentorship and support.
Benefits / Details
*Salary £40,000 – £50,000 depending on experience.
*Hybrid working with 1 day per week from home.
*Flexible working hours, allowing employees to balance work around life and family commitments.
*Opportunity to inherit client relationships over time as part of a structured adviser development pathway.
*Collaborative team culture within a supportive boutique financial planning firm with clear growth plans.
If you are a paraplanner who is ready to begin the transition into financial advice and would value mentorship within a supportive boutique firm, please apply and we can discuss the role in more detail
Job number 3547860
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metapel
Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...