Job Description
Trainee Financial Planner
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 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
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Trainee Financial Planner in Leatherhead employer: Energy Jobline ZR
Energy Jobline ZR is an excellent employer for Structural Engineers, offering a vibrant work culture in the heart of Shoreditch. With a focus on innovation and collaboration, employees benefit from competitive salaries, professional development opportunities, and the chance to work on exciting projects from concept to completion within a supportive team environment.
