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Trainee Financial Adviser: Paraplanner to Client Advisor
Job in
Leicester, Leicestershire, LE1, 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
Job Description & How to Apply Below
Synchronicity Group in Berkshire is seeking a Trainee Financial Adviser to join a structured development path from Paraplanner to client-facing adviser. The role offers a clear progression toward CAS status within a supportive, values-driven team, with no cold business development and clients referred from trusted networks.
You’ll work as a Paraplanner and Trainee Adviser, shadowing senior advisers, attending meetings, and gradually managing your own client relationships as you grow, with
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