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Trainee Financial Adviser
Location: Horsham
Salary: Up to £50,000
Are you a Diploma Qualified Paraplanner ready to take the next step in your career towards becoming a fully qualified Financial Adviser?
Or perhaps you’re an IFA Administrator with strong exposure to the annual review process, looking to grow into a client-facing role?
If your goal is to provide advice and develop long-lasting relationships with clients, this could be the perfect opportunity for you.
The Client
Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.
The Role
In this pivotal role, you’ll take full responsibility for the annual review process of an existing portfolio of clients. You'll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups. With around three review meetings a day, this is a fantastic opportunity to gain significant client-facing experience.Our client is looking for a Paraplanner or Administrator who’s ready to move into a Financial Adviser position. You will receive full support for your CASS status and be mentored by the firm’s Director, who is renowned for providing exceptional training and guidance to aspiring advisers.
Why Apply?
- Progression: Clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
- Mentorship: Receive hands-on mentoring from the firm’s Director, a highly experienced adviser, who will help you refine your client-facing skills and advisory knowledge.
- No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on development without the pressure of client acquisition.
- Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
Also Enjoy 9-5 working hours with free parking
What We’re Looking For
- Diploma Qualified: You must hold a diploma and have a passion for providing excellent client service.
- Client-Facing Experience: You should be comfortable building rapport with clients and working independently to manage your day-to-day responsibilities.
- Proactive and Organised: Self-motivation and an ability to work on your own initiative are essential for this role.
Interested?
If you're ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we’d love to hear from you.
