img
Permanent

Trainee Financial Planner

Leatherhead
money-bag 33000.00-33000.00 Annual
3172360640
Posted 5 days ago

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 and 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 ..... full job details .....

Other jobs of interest...

Financial Divisions
OxtedToday
money-bag80000.00-80000.00 Annual
Artemis Recruitment Consultants Ltd
London5 days ago
money-bag10000-500000 Annual
Pinstripe Personnel
London5 days ago
money-bag100000.00-100000.00 Annual
Capio Recruitment Financial Planning
London5 days ago
money-bag33000.00-33000.00 Annual
MI Search Ltd
Kingston Upon Thames5 days ago
money-bag80000.00-80000.00 Annual
Financial Divisions
Godalming5 days ago
money-bag10000-500000 Annual
Ellis James Partners Limited
London5 days ago
money-bag10000-500000 Annual
mbf.
London5 days ago
money-bag700000.00-700000.00 Annual
mbf.
London5 days ago
money-bag42000.00-42000.00 Annual
Financial Divisions
London5 days ago
money-bag90000.00-90000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!