Trainee Financial Adviser – Paraplanner looking to step into Advisory Role – Boutique IFA firm – Surrey – 40k – 45k bonus – given clients to manage Are you a Paraplanner or Junior Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step up to a move established Adviser, are you looking to join an established boutique IFA firm looking to make the next step of your career? My client is a Chartered wealth planning firm with its main office near Cobham/Esher in Surrey. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc with HNW retirees and families. Some of their clients have been with them for many decades and the advisers are keen to work with their children and extended family and offer a truly holistic generational wealth planning service. A role has been created for a Paraplanner who would like to step into an Advisory position. This role will be suitable for an Paraplanner who has completed their diploma or is very close to completion and is looking for the next step. Alternatively, if you are advising already then my client will consider your application as well. You will be allocated some clients to manage and you will need to conduct some of your own paraplanning in the early stages of the role. You will be working in a very dynamic and forward-thinking team who all have a progressive mindset and want to achieve at the highest level and drive the business forward and get the most out of their careers. The team have a “work hard play hard” mentality and service their longstanding clients. My client are looking to offer circa 40k – 45k basic salary with a generous holiday allowance, a variety of attractive benefits and support to your Chartered status. My client place a lot of emphasis on cultural fit, if a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you. To learn more about the role please get in touch with a CV – Contact Peter Fozard at Financial Divisions

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