Trainee Financial Adviser/Paraplanner, Surrey. £40,000 – £50,000 + Quarterly Bonus + Benefits

We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser.

This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice.

The Role

• This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice.
• You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop.
• Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases.
• Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages).
• This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client.

About You

• Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge.
• You will have strong analytical skills, excellent attention to detail, confident communicator (verbally and in writing) and experience of cashflow modelling.
• Client-facing experience is desirable but not essential.
• You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development.

For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.