Paraplanner to Trainee Financial Adviser — Path to Adviser
Job in
Tongham, Guildford, Surrey County, GU1, England, UK
Listed on 2026-08-13
Listing for:
Synchronicity Group
Apprenticeship/Internship
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
Synchronicity Group in Surrey is seeking an experienced Paraplanner who is ready to take the next step toward becoming a fully qualified Financial Adviser. This role combines paraplanning with a structured pathway into client-facing advice; you will work with a pod of one or two advisers, producing suitability reports, cashflow modelling, and research across holistic financial planning cases.
The firm focuses on professionals at retirement or approaching retirement, with a clear progression path
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×