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Paraplanner / Trainee Financial Adviser, bath
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Client:
mbf
Location:
bath, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
24.06.2025
Expiry Date:
08.08.2025
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Job Description:
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.
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Created on 24/06/2025 by JR United Kingdom
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