A rapidly growing, well-backed financial planning firm is looking to recruit a Paraplanner / Trainee IFA to join their growing team - this is a key role within the firm's expansion and holds the genuine opportunity to transition into a full financial planner position where you will inherit a large/established book of clients.
The Role:
- Work closely alongside the current Financial Adviser as a key contact for a loyal and established client base
- Act as the daily point of contact for clients, building strong, trusted relationships
- Join client meetings and play an active role in ongoing client service and advice delivery
- Be fully involved in the advice process while preparing to transition into an adviser role
- Ensure a smooth and gradual handover of clients to maintain continuity and comfort for all parties
- Undertake Paraplanning/Technical support for both the current Financial Adviser and book of clients.
This is a unique opportunity offering a clear and supported path of moving into a full advisory position and inheriting a client book within 12-18 months.
What we're looking for:
- A Paraplanner with strong technical knowledge and excellent client communication skills
- Someone with the ambition and ability to step into an Adviser role in the near future
- Tech-savvy and self-motivated
- Comfortable managing a remote or hybrid working setup
- Willingness to attend client meetings in person when required (clients are based around Wellington, Taunton, Barnstaple, Weston-super-Mare and along the M5 corridor) - you MUST live locally to these areas
What's on offer:
- Remote or hybrid working with full flexibility
- Office space available in Taunton, but attendance is optional
- Competitive salary circa £45,000 (with flexibility based on experience)
- Bonus and company benefits
- Clear progression into an Adviser role with full client book handover
This is a fantastic opportunity for a motivated and ambitious individual who is looking to take the next step of their career into an advisory capacity.