Junior Paraplanner - Trainee Adviser role Location: Leatherhead Salary: Dependent on experience - £33,000 - £42,000 The Opportunity We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey. Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills? Or perhaps you're an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step? If so – this opportunity could be for you… The Company This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer. The Adviser works with around 80 high-net-worth households , where they focus on building long-term relationships and delivering highly personalised, holistic financial planning. The existing administration and report writing functions are well established , meaning you'll have excellent support around you while developing your own paraplanning and client-faci...
Junior Paraplanner - Trainee adviser role in Surrey employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
