Paraplanner / Trainee Financial Adviser

A rapidly growing, well-backed financial planning firm is looking to recruit a Paraplanner / Trainee IFA to join their growing team – this is a key role within the firm’s expansion and holds the genuine opportunity to transition into a full financial planner position where you will inherit a large/established book of clients.

The Role:

• Work closely alongside the current Financial Adviser as a key contact for a loyal and established client base
• Act as the daily point of contact for clients, building strong, trusted relationships
• Join client meetings and play an active role in ongoing client service and advice delivery
• Be fully involved in the advice process while preparing to transition into an adviser role
• Ensure a smooth and gradual handover of clients to maintain continuity and comfort for all parties
• Undertake Paraplanning/Technical support for both the current Financial Adviser and book of clients.

This is a unique opportunity offering a clear and supported path of moving into a full advisory position and inheriting a client book within 12–18 months.

What we’re looking for:

• A Paraplanner with strong technical knowledge and excellent client communication skills
• Someone with the ambition and ability to step into an Adviser role in the near future
• Tech-savvy and self-motivated
• Comfortable managing a remote or hybrid working setup
• Willingness to attend client meetings in person when required (clients are based around Wellington, Taunton, Barnstaple, Weston-Super-Mare and along the M5 corridor) – you MUST live locally to these areas

What’s on offer:

• Remote or hybrid working with full flexibility
• Office space available in Taunton, but attendance is optional
• Competitive salary circa £45,000 (with flexibility based on experience)
• Bonus and company benefits
• Clear progression into an Adviser role with full client book handover

This is a fantastic opportunity for a motivated and ambitious individual who is looking to take the next step of their career into an advisory capacity.