Trainee Financial Adviser - Essex - Up to £45K DOE, Essex

Are you a Diploma-qualified Paraplanner ready to make the move into a client-facing advisory role?

Our client, a well-established boutique wealth management firm in Essex, is seeking a motivated Junior Wealth Planner with strong technical knowledge and paraplanning experience. This is a brilliant opportunity to transition into advice, with a clear, structured pathway toward becoming a Senior Wealth Planner.

What You’ll Be Doing :

• Supporting the delivery of holistic financial advice across pensions, investments, tax, and estate planning
• Participating in client meetings and gradually taking on full advisory responsibilities
• Producing suitability reports and conducting in-depth research to support tailored advice
• Collaborating closely with senior advisers and support teams to ensure exceptional client service

What We’re Looking For :

What’s on Offer :

Full support towards achieving Chart...