Paraplanner / Trainee Financial Adviser

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.

Location: Taunton, GB

Posted Date: 6/30/2025