Aspiring Financial Adviser: Paraplanner to Client Pro
Job in
New Bedford, Bristol County, Massachusetts, 02746, USA
Listed on 2026-08-13
Listing for:
Synchronicity Group
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Synchronicity Group is seeking a Trainee Financial Adviser in Berkshire. The role is designed to progress an experienced Paraplanner into a client-facing adviser, with CAS status pursued quickly. You will join as Paraplanner and Trainee Adviser, shadowing advisers, attending meetings, and gradually handling client relationships.
You will work in a referral-driven environment with established professionals, benefiting from dedicated paraplanning and admin support to develop your advisory career.
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