Trainee Financial Adviser: Fast-Track to Adviser

Financial Divisions; Godalming; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Study support

Accessible parking

Job summary

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.

Qualifications

• Diploma qualified paraplanner with end-to-end paraplanning experience.

Responsibilities

• End-to-end paraplanning on pensions, investments, tax planning, retirement planning and IHT for clients.

Skills

Paraplanning

Pensions

Investments

Tax planning

Retirement planning

IHT

Client facing

Education

Diploma qualification

Tools

Voyant cashflow modelling

Job description

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.