About the Role A top-rated, client-focused financial planning firm is seeking a Trainee Paraplanner to join their office-based team a rare, standout opportunity to gain hands-on experience and build a rewarding career in financial planning. You'll join a collaborative, supportive environment where quality advice and client service come first. Please note this is a full time office based role. What You'll Do Support Financial Advisers with research, analysis, and report preparation Assist in suitability, protection, and annual review reports Gather and analyse client financial information Liaise with pension, investment, and insurance providers Maintain accurate client records and back-office systems Support ongoing client servicing Candidate Profile Strong attention to detail and organisational skills Confident communicator with a professional approach Keen interest in financial planning and wealth management Previous financial services or administrative...

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: Working closely with the Director and Principal Adviser, this role provides an exceptional opportunity to learn to become a trusted independent financial adviser . You will attend client meetings from the outset (both on-line and face-to-face), taking notes and following up on action points arising. The work is generally not technically complex and paraplanning is straightforward (average clients have £250k assets under management) but exceptional client relationship management skills are key, with the ability to listen, build trust and deliver an exceptional service. You will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become a Chartered Financial Adviser. We expect the successful Trainee...