At a Glance
- Tasks: You will write suitability reports and conduct cashflow modelling for high-net-worth clients.
- Company: Join a boutique Chartered IFA firm near Guildford with a strong growth trajectory.
- Benefits: Enjoy a salary of £40k - £50k, discretionary bonus, PMI, and 25 days holiday.
- Other info: You will work closely with Senior Advisers and gain exposure to clients with investments up to £30m.
- Why this job: This role offers a clear path to becoming a qualified Financial Adviser within 12-18 months.
- Qualifications: Candidates should have at least 2 years' experience and be level 4 diploma qualified or working towards it.
The predicted salary is between 29000 - 29000 £ per year.
A career defining opportunity for an ambitious candidate advising in 12 - 18 months.
My client is a Chartered wealth management business based near Guildford that provides financial advice to high-net-worth private individuals, families, trusts and businesses across London and the southeast.
The Directors are looking to offer an amazing opportunity to a Paraplanner with at least 2 years' experience who has genuine aspirations to be an adviser. They wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status.
You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and conducting research on pension, investments, tax planning, retirement planning, IHT and other topics. You will perform cashflow modelling and attend clients with one of the Senior Advisers.
This is a career enhancing role with exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested.
My client is flexible salary wise but is willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme.
Financial Advisor Trainee in Godalming employer: Financial Divisions
This Chartered wealth management business is located near Guildford and focuses on high-net-worth individuals. They offer a competitive salary package, including PMI and a pension scheme, while fostering career growth through training and mentorship.
