Job Details

Advisor Assistant/Office based Financial Planner

Sector:Financial Services

Region : South East England

Location: Cranleigh

Salary: salary is PAYE £35,000 - £45,000

Job Ref.: CL0803MBIN

Job Information

We have an opportunity for an IFA/Financial Planner to join our clients in Cranleigh, Surrey on an employed basis. This might be the perfect role for a Diploma qualified trainee adviser or Paraplanner looking for valuable experience as they start their IFA career. It could also suit an experienced IFA who wants the stability of an employed role. Our Clients are pretty open-minded. You will be providing independent financial advice to otheir existing clients, reviewing their portfolios and plans, speaking to prospective new clients and acting as a technical support to our Paraplanning and administration teams. Your work will be varied, getting the opportunity to provide advice to a range of interesting private clients covering different areas of advice. This role comes with great opportunities for personal and professional growth. You will be working with some of the most qualified Financial Planners in the country, with the chance to learn from their experience and grow as a professional. We will give you the support and encouragement you need to strive for higher level professional qualifications, such as Chartered Financial Planner or Certified Financial Planner. Are you right for this role?