Location: Slaithwaite, near Huddersfield Salary: Competitive (based on Experience) Working pattern: Full time, 5 days per week. Initially at least 3 to be office based. About Us: At Heritage Wealth Solutions, were a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, weve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley. We pride ourselves on building strong, lasting relationships with our clients and delivering exceptional service. If youre looking to take the next step in your financial services career and share our commitment to excellence, wed love to hear from you. About the Role: We are looking for an ambitious Paraplanner/Trainee Adviser to join our team. This is a hybrid role combining technical paraplanning duties with the opportunity to develop into a client-facing advisory position. Youll work most closely with one of our advisers, providing technical and administrative support while gradually building the skills and knowledge needed to deliver financial advice independently. Key Responsibilities: Conduct detailed research and analysis of financial products, including pensions, investments, protection policies and tax strategies. Prepare comprehensive suitability reports tailored to client needs. Analyse client portfolios, identifying areas for improvement or opportunities for growth and collaborate with advisers to develop financial strategies and solutions. Support the preparation for client meetings, including valuations and financial plans. Maintain and update client records using Intelligent Office, ensuring accuracy and compliance. Build strong relationships with clients, providers, and other stakeholders. Attend client meetings to gather and review information, including fact-finding and risk profiling. Assist with compliance processes, ensuring adherence to FCA regulations. Gradually develop the knowledge, skills, and confidence to provide financial advice independently. About You: To succeed in this role, you will have: Current experience in a paraplanner role or financial services support role A Diploma in Financial Planning (DipPFS) Strong knowledge of financial products and regulations, particularly pensions and investments. Excellent analytical and report-writing skills with attention to detail. A proactive and client-focused attitude with the ambition to develop into an adviser role. Strong interpersonal and communication skills, with a professional and approachable manner. Proficiency in using Intelligent Office and financial platforms. Willingness to travel to client homes and meeting locations across the country, but primarily around Yorkshire. How to Apply: If you meet the criteria above, wed love to hear from you. Please send your CV and a cover message using the Apply now form on this page the sooner, the better we are conducting interviews now, but no later than 24th January. Heritage Wealth Solutions is an equal opportunities employer. ADZN1_UKTJ