Paraplanner / Trainee IFA

Based Guildford outskirts

Salary up to £45,000

Are you a part or fully qualified Paraplanner looking for a route to advice?

Would you like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

If so, then we may have the role for you….

Company/Role information:

Our client is an independent boutique firm with a very established client bank.

This is a unique opportunity for a Paraplanner to work within a boutique financial

planning company and have the opportunity to collaborate closely with a highly established adviser, keen to train and mentor someone to adviser, and then pass over clients.

You will work closely with the administration support within the business, and Its also an opportunity to develop research and recommendation skills, sit in on meetings and develop ample client exposure and relationship building skills.

• Basic up to £40,000 with discretionary bonus.
• Full support through studies towards completing the Diploma if needed and through CASS status.
• Hours of work 9am-5pm
• Free parking on site and the opportunity for some hybrid working once bedded into the role and business. This will naturally develop into a hybrid and flexible working role as you take on more independent client meetings and move through to full adviser.

Paraplanning exposure essential for the role

Level 4 Diploma desirable but not essential.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.