At a Glance
- Tasks: Support an Adviser in creating holistic financial plans and attend client meetings.
- Company: Boutique financial planning practice focused on mentorship and development.
- Benefits: Competitive salary, exam support, hands-on experience, and 25 days holiday.
- Other info: Dynamic environment with opportunities for professional growth and a discretionary bonus.
- Why this job: Gain direct mentorship and build a rewarding career in financial planning.
- Qualifications: Experience in IFA Administration or Junior Paraplanning; desire to progress in financial planning.
The predicted salary is between 33000 - 42000 £ per year.
Location: Leatherhead
Salary: £33,000 - £42,000 depending on experience
The Opportunity
Are you an IFA Administrator or Junior Paraplanner who knows you want to build a career within financial planning? This is a great opportunity to join a boutique, highly established financial planning practice, where you'll work closely alongside the Adviser who is genuinely committed to training, mentoring and developing you. You'll attend his client meetings and work alongside him to construct holistic financial plans, with full administration support from a dedicated administrator.
The Role
- Working closely with the Adviser, you'll gradually build your technical and client-facing experience across:
- Attending client meetings and getting involved with clients
- Supporting the Adviser with financial planning cases
- Technical research and analysis
- Cash flow modelling
- Preparing suitability reports and client documentation
- Developing holistic financial plans
- Working closely with the existing Report Writer and Practice Manager
Training & Progression
The Adviser wants to personally mentor and develop the successful candidate, giving you hands-on exposure to the advice process while supporting you through your professional qualifications. You'll receive full exam support towards the Level 4 Diploma and Chartered qualifications, alongside practical experience that will help you apply what you're learning. For someone who ultimately wants to become a Financial Adviser, this provides a fantastic opportunity to learn directly from an experienced Adviser and build the skills needed to progress into advice.
What They're Looking For
- IFA Administration or Junior Paraplanning experience within wealth/financial planning
- Ideally already working towards the Level 4 Diploma
- A genuine desire to build a career within financial planning
What's on Offer
- £33,000 - £42,000, depending on experience
- Direct mentoring from an experienced Adviser
- Full exam support towards Diploma and Chartered
- Regular client meeting exposure
- Hands-on experience constructing financial plans
- Discretionary bonus
- Modern offices
- 25 days holiday
If you're an IFA Administrator or Junior Paraplanner who knows you want to progress within financial planning, and you'd love the opportunity to learn directly from an Adviser who is genuinely invested in your development, I'd be really interested in speaking with you.
Trainee Financial Planner in Leatherhead employer: Cranleigh Personnel Careers
Join a highly established financial planning practice in Leatherhead, where you will receive direct mentoring from an experienced Adviser dedicated to your professional growth. With a supportive work culture that prioritises training and development, you'll gain hands-on experience in financial planning while working towards your Level 4 Diploma and Chartered qualifications. Enjoy a competitive salary, modern office environment, and generous holiday allowance, making this an excellent opportunity for those looking to build a meaningful career in financial planning.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner in Leatherhead
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We think you need these skills to ace Trainee Financial Planner in Leatherhead
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Cranleigh Personnel Careers.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Cranleigh Personnel Careers
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Cranleigh Personnel Careers.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Cranleigh Personnel Careers.
