Paraplanner to Trainee Financial Adviser

Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and Bonus

We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser.

This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice.

The Role

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• This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice.
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• You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop.
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• Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases.
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• Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages).
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• This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client.
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About You

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• Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge.
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• You will have strong analytical skills, excellent attention to detail, and be a confident communicator (verbally and in writing), with experience of cashflow modelling.
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• Client-facing experience is desirable but not essential.
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• You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development.
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For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.