At a Glance
- Tasks: Support an Adviser in crafting financial plans and attending client meetings.
- Company: Cranleigh Personnel, a supportive and growth-focused company.
- Benefits: Structured training, exam support, and full administration assistance.
- Other info: Great opportunity for career progression to become a Chartered Adviser.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 49500 - 60500 £ per year.
Cranleigh Personnel is seeking a Trainee Financial Planner in Leatherhead.
You will work closely with an Adviser, attending client meetings and helping to craft holistic financial plans, with full administration support.
This is a structured pathway to become a Financial Adviser, with formal training and exam support.
Role focuses on attending meetings, supporting planning cases, research, cash flow modelling and report preparation, guided by mentoring from an experienced Adviser.
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Mentored Trainee Financial Planner to Chartered Adviser in Leatherhead employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.
