Trainee Financial Adviser/Paraplanner
other jobs Synchronicity Group
Added before 4 Days
- England,South East,Surrey
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionTrainee 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.
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.
Job number 3767496
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Company Details:
Synchronicity Group
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Industry:
Established since 2004, Synchronicity has grown to be a valued partner to many of the worlds most respected real estate and financial institutions.
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