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Paraplanner / Trainee Financial Adviser
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Paraplanner / Trainee Financial Adviser
Paraplanner Looking to Move into Financial Advice?
Are you an experienced paraplanner ready to take the next step into financial advice? Or perhaps you're already a trainee or financial adviser looking for a role where you can focus on delivering great client outcomes rather than building a client bank from scratch.
I'm working with a well-established independent financial planning firm in Cranleigh that is open to candidates from a variety of backgrounds. They're happy to consider experienced paraplanners looking to transition into advice, trainee advisers, or established financial advisers.
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About the Role
This is a servicing role, working with an existing client bank, making it an excellent opportunity for someone looking to develop their advisory career within a supportive environment.
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The business isn't in a rush to appoint—they're focused on finding the right long-term fit.
Qualifications
- Must be Level 4 Diploma Qualified
Location
- Cranleigh, Surrey
Salary
- Competitive, dependent on experience
If you'd like to find out more, or you're simply curious whether the role could be right for you, I'd love to have a confidential chat.
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