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Permanent

Trainee Financial Planner

Bishop's Stortford
money-bag 45000.00-45000.00 Annual
3085445367
Posted 5 days ago

Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice?This is an exceptional opportunity to join one of East Anglia''s premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M.The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment.The Role:As a Client Manager, you''ll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you''ll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently.This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth.Key responsibilities include:Managing and coordinating the full client journey across multiple advice areasActing as a trusted point of contact for clients and building lasting relationshipsPreparing financial plans, reports, and supporting documentsWorking collaboratively within a dedicated advice team to deliver outstanding serviceEnsuring compliance and attention to detail across all advice activitiesAbout You:This ..... full job details .....

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