Paraplanner /Trainee Advisor

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Posted a day ago, valid for 13 days

Berkhamsted, Hertfordshire HP4 1NS, England

Full Time

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Sonic Summary

A boutique financial planning firm in Hertfordshire is seeking an ambitious individual to transition from a paraplanner to a Trainee Advisor position.
The ideal candidate should have at least one year of paraplanning experience and a desire to achieve Level 4 certification with the CII.
This role offers a hybrid work environment and emphasizes good career progression within the company.
Duties include onboarding new clients, supporting financial advisors in meetings, and general administration tasks.
The firm is committed to developing talent from within and provides training, mentoring, and client-facing experience.

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.

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Paraplanner /Trainee Advisor

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