Trainee Financial Adviser | Outskirts of Guildford | Up to £50,000

One day a week working from home, typically a Monday

Are you an experienced Paraplanner, ideally Diploma-qualified or close to completion, looking for a genuine opportunity to move into Financial Advice?

Would you like to spend more time with clients, attend meetings alongside an established Adviser and develop your confidence with the support of someone who is genuinely invested in your progression?

And what if you could build towards taking over an established client bank, with the mentoring and experience needed to make that next step successfully?

This is a rare opportunity to join a well-established boutique financial planning firm where the route into advice is driven by a genuine succession plan, with a lead Adviser keen to develop the right person and gradually transition his clients into capable hands.

The Company

This boutique financial planning business has an established client base, a close-knit team and a strong focus on personal service.

You'll be joining a small, experienced team comprising the lead Adviser, a Paraplanner, two Technical Administrators and a longstanding Practice Manager. We've placed both Technical Administrators into the business and have heard really positive feedback about the company and their experience working there.

It's an opportunity to join a supportive environment where you'll work closely with the lead Adviser and benefit from his experience, knowledge and passion for mentoring.

The Role

You'll initially join as a Paraplanner, but this is far from a traditional back-office role. From the outset, you'll have the opportunity to attend client meetings, build relationships with clients and gradually take on a more active role in presenting alongside the lead Adviser.

The aim is to develop you into a Financial Adviser who can confidently look after an established client bank, with the support and guidance needed to make that transition.

A Genuine Route into Advice

What makes this opportunity particularly appealing is the reason behind it. The lead Adviser is keen to step back from some of his day-to-day responsibilities over time and wants to find the right person to develop and ultimately take over his established client relationships.

You'll have the opportunity to build on an existing client bank rather than starting from scratch, while also learning how to develop new business and grow your own client relationships for the future.

What's on Offer?

• Salary up to £50,000, depending on experience.
• A genuine progression route from Paraplanning into Financial Advice.
• Direct mentoring and development from an established lead Adviser.
• The opportunity to take over an established client bank over time.
• Early exposure to client meetings and relationship management.
• The opportunity to develop your own client relationships and future business.
• One day working from home each week, typically a Monday.

What They're Looking For

• An experienced Paraplanner, ideally Diploma-qualified or very close to completing the Diploma.
• A strong technical grounding in financial planning, including pensions and investments.
• Someone keen to move into an Adviser role who enjoys working directly with clients.
• A confident communicator who wants to develop their meeting and presentation skills.
• Someone motivated to learn, receptive to mentoring and keen to build lasting client relationships.
• Access to a car, as the office is in a rural location on the outskirts of Guildford.

Interested?

If you're an experienced Paraplanner looking for a genuine route into Financial Advice, with an established client bank to work towards taking over and an experienced Adviser committed to helping you succeed, we'd love to hear from you. Please apply today!