Trainee Financial Advisor

I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career.

In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include:

• Attending appointments and taking detailed notes.
• Handling paraplanning duties, including underwriting cases and systems analysis.
• Conducting research and preparing reports for an existing client bank.
• Learning internal systems and processes through direct mentorship.

A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information