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Trainee Financial Planner

  • Hertfordshire
  • Permanent
  • £45,000

Job details.

A long established, successful and friendly financial advisory practice based near Hertford seeks to appoint a new Paraplanner/Trainee Adviser to join their well respected team. The role will initially be focused on Paraplanning, attending client meetings and shadowing a top performing consultant with gradual development leading into a Wealth Management position. You will be given full CF30 sign off on joining the business. This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care. The successful candidate will be qualified to Diploma level as a minimum and will ideally be working towards their Chartered status. A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into an advisory position.


  1. Financial Planning

Michael Groves

Founder & Key Account Manager

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