Cranleigh Personnel

Junior Paraplanner - Trainee Adviser role Location: Leatherhead Salary: Dependent on experience - £33,000 - £42,000 The Opportunity We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey. Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills? Or perhaps you're an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step? If so - this opportunity could be for you The Company This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer. The Adviser works with around 80 high-net-worth households , where they focus on building long-term relationships and delivering highly personalised, holistic financial planning. The existing administration and report writing functions are well established , meaning you'll have excellent support around you while developing your own paraplanning and client-facing skills. The Role You'll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan. Client meetings are a mixture of face-to-face appointments across London and the surrounding counties, Teams meetings and appointments at the firm's modern offices . What They're Looking For Some experience within an IFA, wealth management or financial planning environment. Junior Paraplanning experience, or IFA Administration experience with exposure to report writing and some paraplanning . Ideally working towards Level 4 Diploma, with exams already completed. Strong interest in developing as a Technical Paraplanner and full encouragement of development into an adviser if desired. Someone personable and confident who would enjoy becoming involved with clients. A genuine desire to learn and work closely with an experienced Adviser. What's on Offer You'll receive full mentorship and training across all aspects of paraplanning , alongside full exam support towards the Diploma and Chartered qualifications . Discretionary bonus scheme. Modern office facilities. 25 days holiday If you're a Junior Paraplanner, or an Administrator with some technical and report writing exposure, and you're looking for an opportunity where you can learn directly from an Adviser, work with clients and develop towards either a senior paraplanning or advisory career , this could be a fantastic next step.

Wealth Planning Administrator - Step into a Paraplanner role Location: Leatherhead Salary: £33,000 - £40,000 depending on experience The Opportunity overview Are you a Wealth Planning Administrator looking to take that next step into Paraplanning ? This is a unique opportunity to work collaboratively alongside an adviser who is passionate about mentoring and helping someone develop into a technical paraplanner or an adviser down the line. You'll receive full support with your exams, work closely with the adviser to collaborate on financial plans, and build practical technical Paraplanning experience. You will also attend all the client meetings alongside the Adviser. This boutique, highly established financial planning practice also has full admin support from a dedicated small team. The Role Working closely with the Adviser, you'll gradually take on more responsibility across: Supporting the Adviser with financial planning cases Attending client meetings and learning about client objectives Developing holistic financial plans Conducting technical research and analysis Preparing cash flow models Writing suitability reports and other client documentation Building your knowledge across pensions, investments and wider financial planning Working closely with the existing Report Writer and Practice Manager The client bank consists of around 80 high-net-worth households , with a strong focus on long-term relationships and personalised financial planning. What's else is on Offer £33,000 - £40,000 , depending on experience Genuine Administrator-to-Paraplanner opportunity and beyond to adviser Direct mentoring from an experienced Adviser Full exam support towards Diploma and Chartered Technical Paraplanning training and development Regular client meeting exposure Potential future pathway into Financial Advice Discretionary bonus Modern offices 25 days holiday What They're Looking For This is a genuine opportunity to step from Wealth Planning Administration into Paraplanning. The Adviser is keen to find someone who has already shown commitment to this career path, ideally through some exams towards the Level 4 Diploma or an equivalent qualification . Experience within Wealth Planning Administration, IFA Administration or some Junior Paraplanning exposure. Evidence of commitment towards Paraplanning , such as exams already completed towards the Diploma or an equivalent qualification A genuine desire to develop into a Junior Paraplanner or even Adviser down the line Someone personable and confident who would enjoy attending client meetings Ambitious, curious and keen to learn directly from an experienced Adviser If you're a Wealth Planning Administrator who has already started working towards your Diploma and is ready to move into Paraplanning , this is a rare opportunity to learn directly from an experienced Adviser, build your technical skills and develop your career with genuine support behind you.

Trainee Financial Planner Location: Leatherhead Salary: £33,000 - £42,000 depending on experience The Opportunity Are you an IFA Administrator or Junior Paraplanner who knows you want to build a career within financial planning? This is a great opportunity to join a boutique, highly established financial planning practice , where you'll work closely alongside the Adviser who is genuinely committed to training, mentoring and developing you . You'll attend his client meetings and work alongside him to construct holistic financial plans . With full administration support from a dedicated administrator as well. The Role Working closely with the Adviser, you'll gradually build your technical and client-facing experience across: Attending client meetings and getting involved with clients Supporting the Adviser with financial planning cases Technical research and analysis Cash flow modelling Preparing suitability reports and client documentation Developing holistic financial plans Working closely with the existing Report Writer and Practice Manager Training & Progression The Adviser wants to personally mentor and develop the successful candidate , giving you hands-on exposure to the advice process while supporting you through your professional qualifications. You'll receive full exam support towards the Level 4 Diploma and Chartered qualifications , alongside practical experience that will help you apply what you're learning. For someone who ultimately wants to become a Financial Adviser, this provides a fantastic opportunity to learn directly from an experienced Adviser and build the skills needed to progress into advice . What They're Looking For IFA Administration or Junior Paraplanning experience within wealth/financial planning Ideally already working towards the Level 4 Diploma A genuine desire to build a career within financial planning What's on Offer £33,000 - £42,000 , depending on experience Direct mentoring from an experienced Adviser Full exam support towards Diploma and Chartered Regular client meeting exposure Hands-on experience constructing financial plans Discretionary bonus Modern offices 25 days holiday If you're an IFA Administrator or Junior Paraplanner who knows you want to progress within financial planning , and you'd love the opportunity to learn directly from an Adviser who is genuinely invested in your development, I'd be really interested in speaking with you.

Trainee Financial Planner Location: Hungerford - Occasional trips to London office Salary: Starting at £33,000, increasing to £36,000 once 4+ exams are passed, with a further salary increase on completion of the Diploma The Opportunity Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there? Perhaps you're an education leaver looking to start a career in financial planning, or you are already working within financial planning but frustrated by the lack of a clear route into advice, or you're considering a career change and ready to dedicate yourself to developing a new profession? This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers. A Genuine Route into Advice This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser. You'll be supported by an experienced Adviser Development Manager , who will work with you throughout the programme - The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed. The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser. That includes: Support towards the qualifications required for your role and onward progression towards Chartered status An individual development plan based around your strengths and areas for development Exposure to experienced Advisers and Financial Planners Development of client-facing and communication skills Building the confidence, ambition and professional skills required for advice A collaborative and supportive approach throughout your development The Company With just over 100 employees, spread across London, Hungerford, Woking and the Midlands - this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people. The business is genuinely committed to developing its people and believes that the best results come from giving employees the right support, training and opportunities to grow. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention . People join, develop and stay because they feel supported and can see where their career can go. This opportunity is in their Hungerford office, where the new hire will benefit from collaboration with 11 advisers and 7 other administrators/paraplanners - whilst also benefiting from wider support from the London team. Qualifications & Salary Progression Your professional qualifications form an important part of the programme, with the business investing in your development throughout. Starting salary of £33,000 Salary increasing to £36,000 once 4 or more exams have been passed Further salary increase on completion of the Diploma Full support towards the qualifications required for progression Continued development and support towards Chartered status What's else is on offer £33,000 starting salary £36,000 once 4+ exams have been passed Further salary increase on completion of the Diploma Established Trainee Financial Planner programme Proven track record of developing high-quality Financial Advisers Dedicated Adviser Development Manager Structured individual development plan Full support towards professional qualifications Exposure to experienced Chartered Financial Planners and Advisers Modern central London office 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket Loan Regular team and company-wide social events Who Would This Suit? This programme is designed for people who are genuinely committed to building a career in financial advice. We're looking for someone who: Has a genuine interest in financial planning and becoming a Financial Adviser Is committed to learning and developing over the course of the programme Has excellent communication and relationship-building skills Works well with others and enjoys being part of a collaborative team Is dependable, professional and takes responsibility for their work Has the ambition and drive to achieve their goals Demonstrates integrity and a client-focused approach Is comfortable developing their networking and relationship-building skills Is willing to put the work into both the technical qualifications and the softer skills required to become a successful Adviser If becoming a Financial Adviser is something you're genuinely committed to, and you're looking for a business that will invest in you, give you a structured route forward and surround you with people who can help you get there, this is a rare opportunity to start that journey.

Trainee Client Services Associate Location: Woking, with time split between Woking and London Salary: £25,000 - £30,000 depending on experience The Opportunity Are you thinking about building a career within financial planning and looking for a genuine entry-level opportunity where you can learn from experienced professionals and develop your skills from the ground up? Opportunities like this are rare. This is a chance to join an established Chartered and award-winning financial planning business as a Trainee, surrounded by experienced professionals who are genuinely committed to helping you learn, develop and build your career. It's a genuine opportunity for someone looking to start their career within financial planning, with structured training, hands-on experience and plenty of support along the way. As a Trainee Client Services Associate, you'll gain experience supporting Advisers, Administrators and clients while developing a strong foundational understanding of how financial planning works. You don't need previous financial services experience. What's most important is your attitude, work ethic, attention to detail and genuine desire to learn. The Best of Both Worlds Based in the company's Woking office, you'll be part of a small and collaborative team made up of 2 Advisers and 2 Administrators. You'll benefit from the close-knit nature of a smaller office, with plenty of opportunity to learn directly from experienced colleagues and support from a dedicated Administration Team Leader who will act as a mentor throughout your development. You'll also spend time in the larger London office , giving you exposure to a much bigger team, a wider range of experience and the vibrancy of a busy financial planning environment. Your first month will be spent training on-site in the London office, giving you a strong foundation before your time is split between the London and Woking offices. It's a great combination of close support and mentoring in Woking, alongside the wider experience and energy of the London team. The Company With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention . People join, develop and stay because they feel supported and can see where their career can go. The Role The Client Services team provides key support to Advisers, Paraplanners and clients, and as a trainee you'll gradually build your knowledge and take on more responsibility as your confidence develops. You'll receive training across areas such as: Supporting Advisers and Administrators with day-to-day client servicing Preparing client and pre-meeting documentation Maintaining accurate client records and systems Assisting with portfolio reports and client correspondence Processing and completing administrative tasks Identifying issues and knowing when to ask for help or escalate them Learning about the wider financial planning and advice process Working as part of a team to deliver a high standard of service Taking increasing ownership of your own workload as your knowledge develops You won't be expected to know everything from day one. The focus is on learning the role properly, developing your knowledge and building confidence over time. Progression & Development Development is a real focus within the business, and this role is designed to give someone at the start of their career the foundations they need to build a future within financial planning. What's on Offer £25,000 - £30,000, depending on experience Structured training and development Ongoing time split between the Woking and London offices Dedicated Administration Team Leader providing mentoring and support 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket Loan Regular team and company-wide social events Excellent staff retention and a genuinely supportive working environment Opportunity to build a career within a Chartered and award-winning business What They're Looking For This is a role aimed at someone early in their professional career , so previous financial services experience isn't required. You might be: A recent college or sixth-form leaver A recent university or apprenticeship graduate In your first professional role and looking for your next opportunity Someone with some previous office administration or customer service experience who wants to move into financial services Most importantly, you'll be someone who: Has a strong work ethic and takes pride in producing quality work Has excellent attention to detail Is organised and willing to learn Can communicate confidently and professionally Works well as part of a team Is reliable, consistent and takes responsibility for their work Can stay focused when completing routine tasks Is comfortable asking questions and learning from more experienced colleagues Demonstrates professionalism and integrity Has a genuine interest in developing a career within financial services Has basic knowledge of Microsoft Office applications Has GCSE English and Maths at grade 4 (C) or above Previous office administration or customer service experience would be beneficial, but is not essential. If you're at the beginning of your career and looking for a genuine opportunity to start within financial planning, learn from experienced professionals and develop your skills within a supportive and established business, this could be a great place to start.

Trainee Financial Planner Location: London Salary: Starting at £33,000, increasing to £36,000 once 4+ exams are passed, with a further salary increase on completion of the Diploma The Opportunity Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there? Perhaps you're an education leaver looking to start a career in financial planning, or you are already working within financial planning but frustrated by the lack of a clear route into advice, or you're considering a career change and ready to dedicate yourself to developing a new profession? This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers. A Genuine Route into Advice This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser. You'll be supported by an experienced Adviser Development Manager , who will work with you throughout the programme - The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed. The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser. That includes: Support towards the qualifications required for your role and onward progression towards Chartered status An individual development plan based around your strengths and areas for development Exposure to experienced Advisers and Financial Planners Development of client-facing and communication skills Building the confidence, ambition and professional skills required for advice A collaborative and supportive approach throughout your development The Company With just over 100 employees, this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people. The business is genuinely committed to developing its people and believes that the best results come from giving employees the right support, training and opportunities to grow. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention . People join, develop and stay because they feel supported and can see where their career can go. Qualifications & Salary Progression Your professional qualifications form an important part of the programme, with the business investing in your development throughout. Starting salary of £33,000 Salary increasing to £36,000 once 4 or more exams have been passed Further salary increase on completion of the Diploma Full support towards the qualifications required for progression Continued development and support towards Chartered status What's else is on offer £33,000 starting salary £36,000 once 4+ exams have been passed Further salary increase on completion of the Diploma Established Trainee Financial Planner programme Proven track record of developing high-quality Financial Advisers Dedicated Adviser Development Manager Structured individual development plan Full support towards professional qualifications Exposure to experienced Chartered Financial Planners and Advisers Modern central London office 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket Loan Regular team and company-wide social events Who Would This Suit? This programme is designed for people who are genuinely committed to building a career in financial advice. We're looking for someone who: Has a genuine interest in financial planning and becoming a Financial Adviser Is committed to learning and developing over the course of the programme Has excellent communication and relationship-building skills Works well with others and enjoys being part of a collaborative team Is dependable, professional and takes responsibility for their work Has the ambition and drive to achieve their goals Demonstrates integrity and a client-focused approach Is comfortable developing their networking and relationship-building skills Is willing to put the work into both the technical qualifications and the softer skills required to become a successful Adviser If becoming a Financial Adviser is something you're genuinely committed to, and you're looking for a business that will invest in you, give you a structured route forward and surround you with people who can help you get there, this is a rare opportunity to start that journey.

Senior Client Services Associate Location: London, City Salary: £37,000 - £42,000 depending on experience Hybrid: 2 days working from home after probation Bonus: Up to 12% The Opportunity Are you an experienced Client Services professional looking for a role where you can take greater ownership of your work and have more influence within a team? Perhaps you're already operating at a senior level, or you're ready for the next step where you can take responsibility for workflow, support newer team members and become a key point of contact for the wider team? This could be an excellent opportunity to join a Chartered and award-winning financial planning business where development is genuinely encouraged. You'll join an established 9-person Client Service Team supporting Advisers and Paraplanners, with the opportunity to take on additional responsibility across workflow management, team support and the development of new recruits. The Company With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. The Team & Role The 9-person Client Service Team plays an important role in supporting Advisers and Paraplanners and, ultimately, ensuring clients receive a high level of service. You'll be responsible for a varied range of client servicing and administrative activities, including: Preparing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Drafting servicing letters and other client correspondence Supporting Advisers and Paraplanners with a range of client service requirements Maintaining and keeping relevant systems and client records up to date Managing tasks through to completion and ensuring deadlines are met Identifying and resolving issues where appropriate Working collaboratively with Advisers, Paraplanners and the wider business As a Senior Client Services Associate , you'll also have the opportunity to take on additional responsibility, which could include: Supporting the management and allocation of team workflow Acting as a supportive point of contact for new recruits Helping colleagues develop their knowledge and confidence Providing guidance and support to the wider Client Service Team Identifying opportunities to improve processes and ways of working It's a role that would suit someone who enjoys being hands-on with their own work but also gets satisfaction from helping others and keeping a team running effectively. Progression & Development Development is a real focus within the business, and this role offers the opportunity to grow your responsibilities alongside your technical and professional development. You'll be encouraged to build on your existing knowledge, take ownership of areas of responsibility and develop the skills needed to progress within the wider business. What's on Offer £37,000 - £42,000, depending on experience Discretionary bonus of up to 12% Hybrid working, with 2 days from home after probation 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket Loan Regular team and company-wide social events Excellent staff retention and a genuinely supportive working environment Structured career development and opportunities to take on greater responsibility What They're Looking For Previous experience within a Client Services, IFA Administration or Financial Planning environment Good understanding of the financial planning client journey Strong attention to detail and ability to work accurately Confident written communication skills Excellent organisation and time management Able to manage competing priorities and work to deadlines Strong problem-solving skills and a proactive approach Someone who enjoys working collaboratively and supporting others Comfortable taking greater ownership and responsibility Ideally someone interested in developing their leadership, workflow management and team support skills If you're an experienced Client Services professional who is ready to take greater ownership of your work, support those around you and take the next step towards a senior or leadership position, then please apply!

Paraplanner Location: London, City Salary: £40,000 - £50,000 depending on experience, with higher salaries available for Chartered or those working towards Chartered Hybrid: 2 days working from home after probation Bonus: Up to 12% The Opportunity Are you a Diploma-qualified Paraplanner looking for a business that will genuinely invest in your continued development? Perhaps you're technically strong but want greater exposure to complex financial planning, as well as the opportunity to sit in on client meetings and build your confidence in front of clients? Or maybe you're a career Paraplanner who wants to continue developing technically, with the opportunity to become a Subject Matter Expert within an established team? This is an opportunity to join a Chartered and award-winning financial planning business where development is genuinely encouraged. You'll join an established team of 10 Paraplanners, with support from a dedicated Paraplanning Manager, full support towards Chartered status and a genuine route into Financial Advice for those who want it. The Company With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. Progression & Development Development is a real focus within the business For those looking to progress into advice, the typical pathway is to build strong technical expertise, develop client meeting experience and then move into an Adviser role, usually within around 2 years, depending on the individual and their progression. For those who love Paraplanning and want to remain technical, there is also the opportunity to progress into a Subject Matter Expert position, alongside Senior Paraplanner opportunities. You'll also receive full support towards Chartered status, including ongoing development and study support. What's on Offer £40,000 - £50,000, depending on experience Higher salaries available for Chartered or those working towards Chartered Discretionary bonus of up to 12% Hybrid working, with 2 days from home after probation 32 days annual leave including bank holidays Option to buy and sell holiday Private medical insurance Income protection Death in Service Company pension scheme Rail Season Ticket Loan Regular team and company-wide social events Excellent staff retention and a genuinely supportive working environment Full support towards Chartered status and structured career development What They're Looking For Diploma-qualified Paraplanner with good technical knowledge Experience working within a financial planning or wealth management environment Strong understanding of pensions, investments and wider financial planning Someone who enjoys technical Paraplanning but also wants greater exposure to clients Professional, collaborative and comfortable working as part of an established team If you're a Diploma-qualified Paraplanner who wants to continue building technically while also getting in front of clients and having a genuine route into advice, then this role is worth applying for

Mortgage Administrator Horsham £30,000 - £40,000 (depending on experience) Full-time, office-based (Monday to Friday, 9am-5pm) If you have experience in any kind of mortgage administration experience and would love to work within a Mortgage Adviser team, as dedicated support, this could be a great next step. This is an opportunity to join a busy, well-established mortgage team where you'll play a key role in keeping cases moving while building your technical knowledge. Client Overview This is a team of around 20 The culture is social, supportive and collaborative. It's a close-knit team that works hard but also makes time for team events and a positive working environment. This role would suit someone who enjoys a fast-paced setting, values teamwork, and wants to take real ownership of their work. Role Details Supporting the mortgage and protection team with end-to-end case management. Managing client cases through to completion, ensuring deadlines and service levels are met. Acting as a key point of contact for clients, lenders and providers. Handling client queries and ensuring they are resolved efficiently and professionally. Assisting with more technical tasks such as research and suitability letter preparation (training provided). Working closely with advisers to ensure a smooth and high-quality client experience. This is a hands-on role where you'll have real responsibility and the opportunity to develop your technical skills over time. Benefits / Details £30,000 - £40,000 salary depending on experience. 23 days holiday plus bank holidays, increasing to 25 with service. Option to compress hours and finish early on a Friday. Company pension and death-in-service benefit. Modern Horsham office with free parking Support towards CeMAP qualifications and the opportunity to progress into a Mortgage & Protection Adviser role. Longer-term development options across the wider business, including potential pathways into wealth planning. If you're looking for a role where you can take ownership, develop your skills and be part of a supportive, fast-paced team, please apply and we can discuss the opportunity in more detail.

Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!