We are partnering with a boutique, financial planning firm located just west Hertfordshire. As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, is currently a paraplanner but wants to progress into a Trainee Advisor position. Our client is looking for someone to Paraplan for them for at least a year, learn the business and how they do things, meet clients etc, and then taking that knowledge become a trainee advisor and be handed some of the client book to build. This well-established 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. Duties will include but not limited to: Onboarding new clients and support in servicing existing clients Supporting a financial advisor in client meetings Sending out letters of authority Liaising with product providers Working closely with the administrator General administration duties as and when needed The ideal candidate will have an IFA admin/paraplanning background. A desire to complete their level 4 with the CII and progress into a trainee advisor role. However, if someone wanted to stay a career paraplanner our client would consider having a conversation and look at hiring a trainee advisor at a later date.