Financial Adviser Trainee

22 hours ago


Horsham, West Sussex, United Kingdom Cranleigh Personnel Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for managing the annual review process of an existing portfolio of clients, including booking meetings, leading client reviews, and handling post-meeting follow-ups.

About the Company

Our client is a highly respected and established financial planning firm in Horsham, with a strong presence in the industry and a team of 15 dedicated professionals. We offer a supportive, family-like atmosphere and a culture of nurturing future advisers.

What We're Looking For
  • A Diploma Qualified Paraplanner or Administrator with a passion for providing excellent client service.
  • Client-facing experience and the ability to work independently to manage day-to-day responsibilities.
  • Proactive and organized, with self-motivation and the ability to work on your own initiative.
What We Offer
  • A clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
  • Hands-on mentoring from the firm's Director, a highly experienced adviser.
  • No need to bring clients, with a ready-made client base to focus on development.
  • A supportive environment with a collaborative team and a practice manager dedicated to your success.
Why Apply?

This is a fantastic opportunity to gain significant client-facing experience and take the next step in your career. If you're ready to provide advice and develop long-lasting relationships with clients, we'd love to hear from you.



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