Trainee Financial Planner

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 .....