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Financial Adviser jobs in Godalming

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    • Strong interest in financial services and a passion for helping others achieve their financial aspirations.
    • Basic understanding of financial planning concepts…
    • Produce cashflow modelling and financial calculations.
    • Proven paraplanning experience within financial planning/wealth management.
    • View all RGH‑Global Limited jobs - Guildford jobs
    • Salary Search: Senior Paraplanner salaries in Guildford
    • As a member of the Bespoke Investment Management team you will assist in the on boarding of new clients along with the maintenance of existing clients.
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    • We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
    • Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients.
    • Strong knowledge of financial planning administration processes.
    • Process adviser fees, charging instructions and reconciliations.
    • A financial planning role where the clients really are waiting for you.*.
    • You'll gradually take responsibility for an existing group of clients and their…
    • Mortgage leads provided by financial advisers.
    • Is comfortable working collaboratively with financial advisers and support staff.
    • You will be responsible for:
    • A proper paraplanning role for someone who loves the technical side of financial planning.*.
    • You'll already be an experienced Paraplanner with strong technical…
    • Collaborating with the Adviser to develop holistic financial plans.
    • Preparing cash flow models and supporting financial planning discussions.
    • Work from Home or High Street Office | Market-Leading Estate Agency .
    • £30,000 Basic + Commission & Bonus Structure – OTE £70,000 .
    • Work from Home or High Street Office | Market-Leading Estate Agency.
    • £35,000 Basic + Commission & Bonus Structure – OTE £75,000.
    • Right to work in the UK..
    • Previous financial planning/advising experience.
    • Significant long term growth plans with adviser expansion targeted by 2030.
    • 27 days holiday + bank holidays.
    • This is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house…
    • Experience working within financial services, ideally in a financial planning or wealth management environment.
    • Hours: Full-time, 37.5 hours per week.

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Job Post Details

Trainee Financial Planner - job post

Kirby & Knott Financial Planning
Reading
£36,000 - £50,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Pay

  • £36,000 - £50,000 a year

Job type

  • Permanent
  • Full-time

Location

Reading

Full job description

Job Overview

Embark on an exciting journey as a Trainee Financial Planner, where you will develop the foundational skills necessary to guide clients toward achieving their financial goals. This fully employed role offers a dynamic environment filled with learning opportunities, mentorship, and hands-on experience in the vibrant world of financial services and planning. Your enthusiasm and proactive attitude will be instrumental in helping clients navigate complex financial decisions, setting the stage for a rewarding career in financial advisory.

This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals

Duties

  • Managing a client base of circa 75 existing client relationships
  • Growing the client base through referrals
  • Managing and completing post-meeting action points
  • Preparing detailed cashflow modelling reports
  • Responding to client queries (technical and administrative)
  • Developing professional connections to enable referral relationships to grow
  • Managing workflow through CRM systems and internal tracking tools

Requirements

  • Strong interest in financial services and a passion for helping others achieve their financial aspirations
  • Basic understanding of financial planning concepts and investment principles
  • Excellent communication skills, both verbal and written, with a professional demeanor
  • Ability to analyse information critically and pay close attention to detail
  • Prior experience or coursework in finance, economics, or related fields is a plus but not mandatory
  • Passed of R01 or achievement of Diploma in Financial Planning (or equivalent)

This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client-focused environment.

Join us as a Trainee Financial Planner and take your first step toward becoming a trusted advisor!

Pay: £36,000.00-£50,000.00 per year

Licence/Certification:

  • CII Diploma in Financial Advice (or equivalent) (preferred)
  • CII R01 (required)
  • Driving Licence (required)

Work authorisation:

  • United Kingdom (required)

Willingness to travel:

  • 75% (required)

Work Location: On the road

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