Financial Divisions, a well-established IFA in Godalming, seeks a Trainee Financial Adviser/Paraplanner to advance into an adviser role within 6 months. You will handle end-to-end paraplanning across pensions, investments, tax planning, retirement planning and IHT for local clients, with study support and in-office exposure.
Based in Godalming (Surrey), the firm serves Surrey/Hampshire/London clients; offices operate with four days in the office weekly.
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Trainee Financial Adviser: Fast-Track to Adviser in Godalming employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.