We are partnering with a boutique; financial planning firm located in central Buckinghamshire. As a growing and dynamic business, they are seeking an ambitious individual with a strong knowledge of financial planning. They are looking for a paraplanner who wants to progress into a Junior Adviser or a trainee advisor who is not getting the client exposure they have been promised. The role would be to work with 2 advisors ( both Chartered ) with some paraplanning duties, while learning the business and how they do things. However during this time, you will meet clients, slowly be handed responsible for give advice yourself and be handed some of the client book to build. This well-established independent and directly authorised firm is committed to fostering talent from within and offers a development pathway, training, client-facing experience, and mentoring. This is an outstanding opportunity for someone passionate about building a long-term career as a Financial Advisor. There is also potential of a succession plan as one of the partners is looking to retire in a few years and wants to hand the business and clients over to the adviser team. Duties will include but not limited to: In discussions with the adviser, prepare for and attend a high number of client meetings, following up by updating factfinds, meeting notes and liaising with other teams Onboarding new clients and support in servicing existing clients Sending out letters of authority Liaising with product providers Working closely with the administrator and paraplanning team The ideal candidate will have a paraplanning / junior adviser background, hold the Diploma in Financial planning or equivalent level 4 qualifications. Be happy to do a duel paraplanning/junior advisor role for the moment until up and running within the firm. Want to work towards chartered status and be part of a great supportive and busy team