Trainee Financial Adviser / IFA

Cranleigh, Surrey
Full?time | 4 days office / 1 day WFH
 £30,000 – £35,000 (DOE)
Level 4 Diploma preferable | Paraplanning background ideal
 

An established and fast?growing IFA firm in Cranleigh, Surrey is looking to appoint a Trainee Financial Adviser to join their expanding team. With a very strong client flow and more demand than their current adviser capacity, this is an excellent opportunity for someone with paraplanning or IFA support experience who’s ready to step into an advice role.
 

You’ll work closely with a Senior Financial Planner, gaining hands?on exposure to the full advice process while developing your technical, relationship?building and financial planning skills.
 

The Opportunity

• Shadow a highly experienced Senior Adviser and learn the full end?to?end advice process
• Step into an advice role with clients ready to service from day one
• Clear progression pathway with full support to grow into a fully qualified Financial Planner
• No client travel required – all clients come to the office
• Hybrid flexibility: 4 days in the office, 1 from home

Key Responsibilities

• Support your Financial Planner in delivering holistic, personalised financial advice
• Undertake technical research and assist with preparing financial planning recommendations
• Analyse portfolios, undertake benchmarking, rebalancing and portfolio maintenance
• Prepare for and attend client meetings, building relationships and supporting client queries
• Compile cashflow models and analyse client financial data
• Liaise with product providers and third parties
• Ensure exceptional customer experience with proactive communication
• Delegate tasks to the admin team and maintain high service standards
• Follow all regulatory and compliance processes
• Contribute to internal best?practice improvements

What We’re Looking For

• 18+ months’ experience in paraplanning or technical IFA support
• Level 4 Diploma (DipPFS) — strongly preferred
• Knowledge across investments, pensions, protection, taxation, estate planning
• Strong analytical and numerical skills; comfortable with technology
• Excellent attention to detail and workflow management
• Warm, client?focused communicator and collaborative team player
• Experience with Intelligent Office and/or cashflow modelling software (advantageous)
• Keen to pursue further qualifications (Chartered support available)

What You’ll Receive

• Competitive salary £30–35k, depending on experience
• Strong mentorship and structured development into a full adviser role
• Hybrid working (4 office / 1 home)
• Opportunity to take on your own clients over time
• Work in a supportive, growing business with significant client demand

Apply Today

If you’re an aspiring Financial Adviser with a paraplanning or IFA admin background, this is a fantastic opportunity to fast?track your career in a highly supportive and well?established advice firm.

Click Apply Now or message me directly for more details.