Mentored Trainee Financial Planner to Chartered Adviser

Cranleigh Personnel; Leatherhead; On-site; GBP 33,000 - 42,000; Full time

Benefits offered by this job

Discretionary bonus

Modern offices

25 days holiday

Job summary

Cranleigh Personnel is seeking a Trainee Financial Planner in Leatherhead. You will work closely with an Adviser, attending client meetings and helping to craft holistic financial plans, with full administration support.

This is a structured pathway to become a Financial Adviser, with formal training and exam support. Role focuses on attending meetings, supporting planning cases, research, cash flow modelling and report preparation, guided by mentoring from an experienced Adviser.

Qualifications

• 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

Responsibilities

• Attend client meetings with the Adviser and contribute to client discussions
• Support the Adviser with financial planning cases
• Conduct technical research and analysis
• Build cash flow modelling
• Prepare suitability reports and client documentation
• Develop holistic financial plans
• Collaborate with the Report Writer and Practice Manager

Skills

IFA administration

Junior paraplanning

Education

Level 4 Diploma

Job description

Cranleigh Personnel is seeking a Trainee Financial Planner in Leatherhead. You will work closely with an Adviser, attending client meetings and helping to craft holistic financial plans, with full administration support.

This is a structured pathway to become a Financial Adviser, with formal training and exam support. Role focuses on attending meetings, supporting planning cases, research, cash flow modelling and report preparation, guided by mentoring from an experienced Adviser.