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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.
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