We are working with a superb wealth management firm based in Banstead, Surrey, who is looking 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 receive learning support and on-hand experience, and you will be in control of how quickly you would like to be working as an adviser. Trainee Financial Planner Responsibilities: 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 write 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 licence Team player This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.