Trainee Financial Planner

2 weeks ago


Glasgow, Glasgow City, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full time
Trainee Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid working

Due to continued growth, our client is seeking a Glasgow-based Trainee Financial Planner to assist with developing its award-winning wealth offering further and eventually inherit a client portfolio.

Extremely client-focused, this well-established, secure and effectively run wealth manager offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software.

The successful candidate will undertake excellent training and development, shadow and be mentored by experience advisors, attend client meetings and eventually inherit their own portfolio made up of high net worth individuals and families.

You will be fully supported by an experienced and locally based admin and technical support function and assisted/funded through your exams/qualifications.

Career progression is second to none with the opportunity of future equity share holding.

Key responsibilities

Assist in offering holistic financial planning to prospective and existing clients;Initially attend client meetings alongside the experienced advisors then eventually run your own client portfolio post traineeship;Work with professional introducers;Provide private client advice on pensions, protection, bonds and trusts;Proactively keep up-to-date with new developments in the tax, legal and planning world;In-depth reviews of clients' financial circumstances, current provision and future aims;Complete risk analysis and design financial strategies;Work closely and effectively with the team of administrators and paraplanners.

The successful candidate

Ideally Diploma qualified or at least close to achieving the qualification;Over three years' experience providing support to financial advisors either as an administrator and/or paraplanner;Inherently client focused with the ability to build long term relationships;Technically gifted with excellent analytical skills;Superb communication and interpersonal skills with an engaging personality.

Please apply below or contact Scott Caldwell for further information - confidentiality assured.

Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.

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