Financial Advisor Trainee

Trainee Financial Advisor Location: Worcester, with travel to Meridan (Head Office) and frequent travel across Worcester and other locations   Salary: Up to £45,000 per annum, depending on experience   Job Type: Full-Time, Hybrid (Office, Home-Based, and Travel) About the Role: We are seeking a dedicated and ambitious **Trainee Financial Advisor** to join our team. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career. You will work closely with the Director, providing comprehensive support while training to become a fully qualified Financial Advisor. Key Responsibilities: - Paraplanning Support: Work as the Director’s primary Paraplanner, handling all paraplanning duties including research, report writing, and preparing client-facing documents. - Client Meetings: Travel extensively with the Director to attend face-to-face meetings with clients. You will assist in presenting financial plans, taking notes, and ensuring all client requirements are captured accurately. - Client Relationship Management: Begin building relationships with clients alongside the Director, as some clients will eventually transition to your advisory portfolio. - Advisory Duties: As part of your training, you will gradually take on advisory responsibilities, helping to develop financial plans and offering advice under supervision. - Professional Development: Engage in continuous learning and development opportunities to progress towards becoming a fully independent Financial Advisor. Requirements: - Paraplanning Experience: Must have prior experience working as a Paraplanner, with a solid understanding of the financial planning process. - Level 4 Qualified: A minimum of a Level 4 qualification in Financial Planning (such as the Diploma in Regulated Financial Planning) is essential. - Travel Flexibility: The role requires significant travel across Worcester and surrounding areas for client meetings, with one day per week at the Meridan head office. -Client-Focused: Strong interpersonal skills and the ability to build lasting relationships with clients are crucial. - Self-Motivated: Ability to work independently and manage your own workload effectively, especially in a home-based setting. Benefits: - Competitive Salary: Up to £45,000 for the right candidate. - Career Progression: Clear path towards becoming a fully qualified Financial Advisor. - Hybrid Working: Flexibility to work from home, office and travel as needed. If you are a proactive and experienced Paraplanner ready to advance your career, we would love to hear from you. Apply now to join our dynamic team and embark on your journey to becoming a trusted Financial Advisor