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Trainee independent financial adviser

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Stockport Greater Manchester, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time €40,000

It’s an employed trainee financial planner job at a time when that’s sadly quite rare. This firm have crafted a detailed plan of how you’ll start as a paraplanner but be a financial planner in 12-18 months. It’s all laid out in writing so you know exactly what you need to do. The firm itself is a modern financial planning firm that uses evidenced based investing. And as a business with a team ethos that’s reflected in their bonus scheme. There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? HERE’S WHAT YOU’LL NEED: You will be a paraplanner with the interest/capability in becoming a financial planner. The focus is on finding someone who loves financial planning and wants Certified/Chartered status - not just say they do. You’ll also need experience in matters such as capital gains tax, investment bond encashments, tapered annual allowance etc. Once you’re a planner you will be very much hybrid but in the learning phase (first 6-12 months in particular) you’ll be around the office most days.——————————————————————---------------------------------------