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Trainee Financial Planner

3 months ago

Leeds, Leeds, United Kingdom mbf. Full time

Trainee Financial Planner - Leeds - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.
Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Leeds

The role:

  • This exceptional opportunity is a chance for an aspiring Financial Advisor to role while being given on the job training and advice; helping with the company's existing clients by providing a first class service, conducting annual reviews and learning tospot new business opportunities
  • You'll start as a Trainee but will be tasked with progressing to CAS within 612 months with the assistance and guidance of the Managing Partner
  • The service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. A typical client for this team will have approximately £250K FUM with the company

Requirements:

  • You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds,such as Paraplanners who can demonstrate client facing or business development skills
  • You must have a very strong technical knowledge of all financial services products

On offer:

  • A genuine opportunity to progress at one of the UK's leading Wealth Management organisations
  • A chance to learn from the best
  • A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signedoff as a full Financial Planner
  • Full support towards any further qualifications
  • Hybrid working after initial training period