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Financial Services



Type of Position: Trainee Financial Planner - Banstead
Pay: £30k

Trainee Financial Planner - Banstead

We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will received learning support and on-hands experience, where you will be in control of how quickly you would like to be working as an adviser.



• Working closely with the administration team to help gather policy information 

• Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances 

• Help Advisers writing reports: eg. Annual review letters, client suitability report 

• General admin support 

• Speaking directly to clients and carrying out client reviews 

• Relationship building 

• Generating and converting opportunities into business


Experience and qualifications:

• Must have been studying for exams towards being an IFA/or fully qualified 

• May already have some financial services industry experience and wants to move on 

• Degree holder 

• Good with excel, word etc 

• Keen to quickly work through the ranks by working hard 

• Good communication skills: phone, face to face, and written 

• Study support is available 

• Demonstrate initiative 

• Entrepreneurial 

• hold a driving license 

• Team player 



This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.


If you are interested in this position then please submit your CV to 

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