Paraplanner Manager - Birmingham, West Midlands

Ref: 1546Friday 12 April 2024

£30,000 - £38,000


Kickstart Your Career: Trainee Adviser Position at a Leading Financial Firm

Are you an aspiring financial professional looking to make your mark in the industry? We’re offering a unique opportunity for a Paraplanner to join a regional IFA on their Trainee Adviser scheme. You will learn the ropes Paraplanning for a Senior Adviser going out on meetings and gradually taking clients on into your own portfolio. You will need to demonstrate the consulting and relationship skills required to take the jump. 

About the Role:

Transition from Paraplanner to Trainee Adviser.

Receive hands-on training and mentorship.

Work closely with experienced advisers to learn the ropes.

What We’re Looking For:

A strong foundation in financial planning.

Level 4 Diploma

Eagerness to learn and grow within the industry.

Excellent communication and interpersonal skills.

What You’ll Get:

A structured career path with clear progression opportunities.

The chance to work with a diverse range of clients.

Support for professional qualifications and development.


Join us and take the first step towards a rewarding career as a financial adviser. Apply now and let’s build a successful future together!

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