Trainee Financial Planner - Banstead

TN United Kingdom; Banstead; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in wealth management is seeking a Trainee Financial Planner in Banstead. This exciting opportunity offers comprehensive training to help you become a fully qualified adviser. You'll gain hands-on experience while working closely with clients and assisting advisers in preparing essential reports. With a focus on professional growth, this role provides the support needed to excel in the financial services industry. If you're motivated and eager to progress quickly, this is the perfect starting point for your career in finance.

Benefits

Study support

Hands-on experience

Career progression opportunities

Qualifications

• Studying for exams towards becoming a fully qualified adviser.
• Some financial services industry experience preferred.

Responsibilities

• Gather policy information with the administration team.
• Assist with Mifid reviews and client campaigns.
• Conduct client reviews and communicate directly.

Skills

Communication Skills

Excel

Word

Motivation

Education

Studying for IFA exams

Job description

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Trainee Financial Planner - Banstead, Banstead

Job Category: Finance

EU work permit required: Yes

Job Details

Job Reference: 3eb3bbf10ce8

Job Views: 3

Posted: 02.05.2025

Expiry Date: 16.06.2025

Job Description

We are working with a superb wealth management firm based in Banstead, Surrey, which has an opportunity for a Trainee Financial Planner to join their team. They offer training to become a fully qualified adviser, providing learning support and hands-on experience, allowing you to control your progress towards becoming an adviser.

Responsibilities

• Working closely with the administration team to gather policy information
• Assisting with projects such as Mifid annual reviews, client campaigns, and portfolio rebalances
• Helping advisers prepare reports like annual review letters and client suitability reports
• Conducting client reviews and communicating directly with clients
• Generating and converting opportunities into business

Experience and Qualifications

• Studying for exams towards becoming an IFA or fully qualified
• Some financial services industry experience preferred
• Proficient with Excel, Word, etc.
• Motivated to progress quickly by working hard
• Excellent communication skills (phone, face-to-face, written)
• Study support available
• Hold a driving license

This is a 2-3 year program with exam support to achieve fully qualified IFA status.