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: Salary up to £42,000, exam support, modern offices, and 25 days holiday.
- Other info: Opportunity for professional growth with a supportive team and exposure to real client cases.
- Why this job: Gain hands-on experience and direct mentoring to kickstart your financial planning career.
- 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
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.
