Trainee Financial Advisor

2 weeks ago


Leatherhead, United Kingdom Coast Partnership Full time

An established IFA firm are seeking to expand their existing wealth planning offering with an opportunity for a new trainee to join their thriving team in Surrey.

**This is an excellent opportunity to join a firm that can offer you a comprehensive in-house training programme to become an FCA authorised financial adviser.**

You will be working with a team of experienced administrators, paraplanners and advisers to learn the methods in which this firm operates.

**Role Requirements**
- Previous experience working within financial services. Ideally within a paraplanning or trainee adviser capacity.
- Excellent communication, both written and verbal.
- The desire to want to complete exams and become an independent Financial Advisor.

**Benefits**
- Full support and training towards becoming a financial advisor
- Study days and financial exams paid for.
- The chance to work closely with highly successful advisors.

Based in very smart and friendly offices close to Leatherhead, Surrey.

**This is a new role and is available immediately.**

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Sick pay

Schedule:

- 8 hour shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Leatherhead: reliably commute or plan to relocate before starting work (required)

**Experience**:

- paraplanning: 1 year (required)

Licence/Certification:

- Diploma in Regulated Financial Planning (preferred)

Work Location: One location



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