Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and BonusWe are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser.This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice.The RoleThis is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice.You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop.Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases.Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages).This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client.About YouLevel 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge.You will ..... full job details .....