Trainee Financial Planner - Surrey

Job Description

My client has a fresh innovative approach to high net worth personal financial planning. They are a growing organisation with a vibrant culture and a strong vision for the future

They operate in the Financial Advice and Wealth Management arena working with families, professionals and entrepreneurs who want to make the most of their future

They are seeking an outstanding individual who has the diligence and skills to become a valuable member of a client focused financial planning team. From the outset, through your commitment and talent you will make a significant contribution to the growth and ongoing success of their aspirational company

The Financial Success Programme, their unique financial planning process, starts by identifying an individual's life-goals, long-term ambitions and ideals. The company combine advice and on-going support to help their clients achieve these goals through state of the art investment portfolio construction; cashflow planning and modelling; pension and retirement planning; inheritance tax and estate planning and capitol protection.

The Role

You will be engaged from the outset in proactively managing their client relationships.

Below are some of the activities that you would be expected to undertake.

Assist the Financial Planner with all preparatory client analysis and recommendations

Pro-actively review the client's financial arrangements with regard to pension, investment and general insurance policies / plans

Assist with the preparation of all suitable letters and implementation reports

Draft all in-house reports and recommendations for the Financial Planner to check

Lead the annual review of client tax allowance planning

Act as a primary point of client contact

Communicate effectively with clients to obtain all personal financial information

Attend client meetings when required

Work with Client Service Assistant to ensure all work is carried out in a timely manner to ensure the delivery of the Financial Success Programme

Dealing with client correspondence within SLAs

Be responsible for client record keeping accuracy and completeness in the office's database system

Using the Office's computerised diary and task allocation system

Assist with booking the Financial Planner appointments

The Skills

You will be competent and capable individual with a can-do attitude and the following skills

Strong verbal and non-verbal communication skills

Confident with numbers, precise and accurate in documentation and record keeping

Able to meet deadlines and work well under pressure

Confident in dealing with people at all levels

Essential Requirements

the unrestricted right to work in the UK

English at mother tongue or equivalent level

2 years + experience at an Advisory or Wealth Management Firm

Minimum of 2 industry recognised exams

A high standard of proficiency with Microsoft Office products


Degree level educated

Strong knowledge of Advisor Office and Cash flow modelling software e.g Voyant

For this immediate opportunity please forward an up to date cv for earliest consideration