Trainee Adviser - Paraplanner - Adviser pathway

Trainee Financial Adviser (Paraplanner Adviser Pathway)

Cranleigh

£40,000 - £50,000 (depending on experience)

Hybrid working (1 day from home) + flexible hours

Client Overview

This opportunity sits within a boutique independent financial planning firm that focuses on delivering personalised, long-term financial planning for individuals and families.

This role is designed for a paraplanner who is ready to take the next step into financial advice within a supportive boutique firm.

The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.

Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with administrators, paraplanners and advisers working collaboratively to deliver an excellent client experience.

Role Details

• Starting in a paraplanning capacity, providing technical research and report writing to support the financial planning process.
• Working closely with the lead adviser, gaining exposure to client relationships and the wider advice process.
• Attending client meetings and gradually becoming more involved in the delivery of financial planning advice.
• Building relationships with clients over time, supported by the adviser and wider team.
• Progressing into leading client meetings and delivering advice independently as your experience grows.
• Ultimately taking on responsibility for client relationships as the lead adviser transitions towards focusing more on the strategic growth of the business.

This is a structured progression role that allows a technically strong paraplanner to develop into a fully fledged financial adviser with ongoing mentorship and support.

Benefits / Details

• Salary £40,000 - £50,000 depending on experience.
• Hybrid working with 1 day per week from home.
• Flexible working hours, allowing employees to balance work around life and family commitments.
• Opportunity to inherit client relationships over time as part of a structured adviser development pathway.
• Collaborative team culture within a supportive boutique financial planning firm with clear growth plans.

If you are a paraplanner who is ready to begin the transition into financial advice and would value mentorship within a supportive boutique firm, please apply and we can discuss the role in more detail