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.
