Paraplanner /Trainee Advisor

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• Good career progression
• Hybrid
• Level 4 or close too

We are partnering with a boutique, financial planning firm located just west Hertfordshire. As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, is currently a paraplanner but wants to progress into a Trainee Advisor position. Our client is looking for someone to Paraplan for them for at least a year, learn the business and how they do things, meet clients etc, and then taking that knowledge become a trainee advisor and be handed some of the client book to build.
This well-established firm is committed to fostering talent from within and offers a development pathway, training, client-facing experience, and mentoring. This is an outstanding opportunity for someone passionate about building a long-term career as a Financial Advisor.
  
Duties will include but not limited to:

• Onboarding new clients and support in servicing existing clients
• Supporting a financial advisor in client meetings
• Sending out letters of authority
• Liaising with product providers
• Working closely with the administrator
• General administration duties as and when needed   

The ideal candidate will have an IFA admin/paraplanning background. A desire to complete their level 4 with the CII and progress into a trainee advisor role. However, if someone wanted to stay a career paraplanner our client would consider having a conversation and look at hiring a trainee advisor at a later date.