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Permanent

Trainee Client Service Associate - Financial Planning Company

Cranleigh Personnel
Woking
money-bag £10000 - £500000 Annual
Posted: 07 September 2026 (Today)
Closing date: 07 October 2026
Ref: 3170522227

Trainee Client Services Associate Location: Woking, with time split between Woking and London Salary: £25,000 - £30,000 depending on experience The Opportunity Are you thinking about building a career within financial planning and looking for a genuine entry-level opportunity where you can learn from experienced professionals and develop your skills from the ground up? Opportunities like this are rare. This is a chance to join an established Chartered and award-winning financial planning business as a Trainee, surrounded by experienced professionals who are genuinely committed to helping you learn, develop and build your career. It''s a genuine opportunity for someone looking to start their career within financial planning, with structured training, hands-on experience and plenty of support along the way. As a Trainee Client Services Associate, you''ll gain experience supporting Advisers, Administrators and clients while developing a strong foundational understanding of how financial planning works. You don''t need previous financial services experience. What''s most important is your attitude, work ethic, attention to detail and genuine desire to learn. The Best of Both Worlds Based in the company''s Woking office, you''ll be part of a small and collaborative team made up of 2 Advisers and 2 Administrators. You''ll benefit from the close-knit nature of a smaller office, with plenty of opportunity to learn directly from experienced colleagues and support from a dedicated ..... full job details .....

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