At a Glance
- Tasks: Assist in creating financial plans and attend client meetings for hands-on experience.
- Company: Boutique financial planning practice with a focus on mentorship.
- Benefits: Competitive salary, dedicated support, and personal mentoring from an experienced Adviser.
- Other info: Join a supportive team and develop your skills in a dynamic environment.
- Why this job: Kickstart your career in financial planning with real-world experience and growth opportunities.
- Qualifications: Experience as an IFA Administrator or Junior Paraplanner is preferred.
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 as well.
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 you.
Trainee Financial Planner in Surrey employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
