Trainee Financial Planner

1 week ago


Northampton, United Kingdom Heat Recruitment Full time

Job Title: Trainee Financial Planner

Location: Northampton, UK

Salary: Up to £40,000

Benefits:

  • Pension contributions matched at 4% (increases to 6% after successful probation)
  • PMI, PHI, and Death in Service schemes after probation
  • Onsite parking and gym facilities
  • 21 days holiday per annum (increases annually up to 25 days) plus bank holidays

Role Overview:


As a trainee financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones.

General Duties:

  • Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork.
  • Collaborate with CF30 qualified advisers to gather data and create strategic planning documents.
  • Assist in report research and documentation, ensuring compliance with regulatory standards.
  • Conduct research for product recommendations and obtain compliance approval when necessary.
  • Write reports and recommendations for clients, adhering to sales processes and regulatory requirements.

Other Duties Specific to Personal Development:

  • Develop skills to eventually manage your own client portfolio within 18 to 24 months.
  • Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years.

What next?


If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development.

Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer, Junior Financial Planner, Assistant Financial Planner, Financial Advisor, Financial Adviser, Independent Financial Adviser, Independent Financial Advice, wealth management, Junior IFA, Wealth Consultant, Financial Consultant, Paraplanner


#LI-JM1



  • Northampton, United Kingdom Heat Recruitment Full time

    Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £40,000 Benefits:Pension contributions matched at 4% (increases to 6% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilities21 days holiday per annum (increases annually up to 25 days) plus bank holidaysRole Overview:As a...


  • Northampton, UK, Northamptonshire, United Kingdom Heat Recruitment Full time

    Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £40,000 Benefits:Pension contributions matched at 4% (increases to 6% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilities21 days holiday per annum (increases annually up to 25 days) plus bank holidaysRole Overview:As a...


  • Northampton, Northamptonshire, United Kingdom fish4.co - Jobboard Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team. As a Financial Analyst Trainee, you will be responsible for producing accurate and timely management accounts, preparing year-end packs and tax computations, and assisting with the day-to-day management of the finance function.Key...


  • Northampton, United Kingdom Interactive Investor Full time

    Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals. abrdn Financial...

  • Sales Trainee

    2 weeks ago


    Northampton, Northamptonshire, United Kingdom The Recruitment Experts Full time

    Trainee Estate Agent OpportunityThe Recruitment Experts are seeking a motivated and ambitious individual to join their team as a Trainee Estate Agent in Northampton. This exciting opportunity will provide the successful candidate with the chance to kickstart their career in the property industry and gain valuable experience in sales and negotiation.The...

  • Transport Planner

    2 weeks ago


    Northampton, United Kingdom Stobart Full time

    Job DescriptionDue to continued growth, we are now seeking a Transport Planner to join our Transport team at our Rugby site. As Transport Planner you will contribute to the success of the transport team, you will be responsible for completing and overseeing the day-to-day planning function of the transport operation. A highly motivated and driven...


  • Northampton, Northamptonshire, United Kingdom GXO Logistics, Inc. Full time

    Job Summary:We are seeking a skilled Transportation Planner to join our team at GXO Logistics, Inc. As a key member of our operations team, you will be responsible for planning peak schedules to ensure our network is correctly resourced and costs are aligned with the budget.Key Responsibilities:Plan and implement peak schedules to optimize vehicle...

  • Transport Planner

    5 months ago


    Northampton, United Kingdom GXO Logistics Full time

    Are you an experienced Transport Planner looking for your next role? Are you looking for that little something extra that will develop your career further? Do you want to work for a recognised employer that supports your career development? If you answered yes, read on! We’re looking for a **Transport Planner** to join our team on our Greene King contract...


  • Northampton, Northamptonshire, United Kingdom fish4.co - Jobboard Full time

    Management Accountant Trainee OpportunityWe are seeking a highly motivated and detail-oriented Management Accountant Trainee to join our dynamic team. As a key member of our finance function, you will be responsible for producing accurate and timely management accounts, preparing year-end packs, and assisting with the day-to-day management of the finance...


  • Northampton, Northamptonshire, United Kingdom William H Brown Full time

    Trainee Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you want to work for a leading estate agency with a proven track record of supporting and developing its staff?We are currently recruiting for a Trainee Mortgage Advisor to join our Estate Agency team. As a Trainee Mortgage Advisor, you will work...


  • Northampton, Northamptonshire, United Kingdom The Recruitment Experts Full time

    Trainee Estate Agent OpportunityWe are seeking a motivated individual to join our team as a Trainee Estate Agent in Northampton. As a leading Independent Estate Agency, we are committed to providing top-notch training and support to help you kickstart your career in the property industry.The RoleAs a Trainee Estate Agent, you will be responsible for building...

  • Bus Driver Trainee

    3 weeks ago


    Northampton, Northamptonshire, United Kingdom Stagecoach Group Full time

    SalaryOur trainee bus drivers receive a competitive salary of circa £27,081 per annum, paid from day one while they train under the guidance of experienced drivers at our Training Academy. We also cover all training costs, worth around £4,000, to achieve a recognised national qualification in Passenger Transport and a PCV licence. BenefitsAs a trainee bus...


  • Northampton, Northamptonshire, United Kingdom The Recruitment Experts Full time

    Trainee Estate Agent OpportunityA leading Independent Estate Agency is seeking a motivated individual to join their team as a Trainee Estate Agent in Northampton. This exciting opportunity will provide the successful candidate with the chance to kickstart their career in the property industry and gain valuable experience in sales and negotiation.The...


  • Northampton, United Kingdom Maritime Transport Full time

    We are currently recruiting for a Trainee Traffic Operator to join our successful Transport department based in Northampton on a 4on/4off shift pattern. As the Trainee Traffic Operator, you will be trained to be responsible for supporting our Transport Operators / Planners with the day to day operations.Why work for Maritime Transport?Competitive...


  • Northampton, Northamptonshire, United Kingdom Rodericks Dental Full time

    Job IntroductionTrainee Dental NurseThe Elms Dental Practice, NorthamptonFull Time 40 hours per weekAt Rodericks Dental Partners, we prioritize quality dentistry that improves lives. Our commitment to our team members includes financial and personal rewards as you develop your career.Permanent role allowing you to learn while earningRegional learning support...


  • Northampton, Northamptonshire, United Kingdom Stobart Full time

    Job Summary:We are seeking a skilled Transport Planner to contribute to the success of our Transport team at our Rugby site. As a key member of the team, you will be responsible for completing and overseeing the day-to-day planning function of the transport operation. This is a full-time, permanent position working Monday to Friday nights.About the Role:As a...


  • Northampton, Northamptonshire, United Kingdom William H Brown Full time

    Unlock Your Potential as a Trainee Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you want to work with a leading estate agency and property services provider in the UK? We are currently recruiting for a Trainee Mortgage Advisor to join our team at William H Brown Estate Agents.About the RoleAs a...


  • Northampton, Northamptonshire, United Kingdom Stagecoach Group Full time

    Why Choose Stagecoach?We are a leading bus and coach company in the UK, offering a unique opportunity to learn and grow with our team.As a trainee bus driver, you will receive a competitive salary, paid training, and the chance to earn a recognized national qualification in Passenger Transport and your PCV licence.Benefits of Working with...


  • Northampton, Northamptonshire, United Kingdom William H Brown Full time

    Unlock Your Potential as a Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you have a passion for delivering exceptional customer service and a drive to succeed in a fast-paced environment?We are currently recruiting for a Trainee Mortgage Advisor to join our Estate Agency team at William H Brown. As a...


  • Northampton, Northamptonshire, United Kingdom William H Brown Full time

    Unlock Your Potential as a Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you have a passion for delivering exceptional customer service and a drive to succeed in a fast-paced environment?We are currently recruiting for a Trainee Mortgage Advisor to join our Estate Agency team at William H Brown. As a...