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Trainee Chartered Financial Planner

1 month ago

Glasgow, United Kingdom Recruitment22 Full time

Trainee Chartered Financial Planner - Up to £30,000 - Glasgow with Hybrid working


An Independent Financial Advisers in Glasgow are offering a unique opportunity to work towards becoming a Chartered Paraplanner, and then if you want to give advice, onto becoming Chartered Financial Planner. The business are happy either way.


The development will begin almost immediately. Upon joining you'll get up to speed with their way of working and administrative processes, and then begin helping with fund and product research, and preparing suitability reports whilst simultaneously working towards level 4 and then level 6, which the business will support and pay for.


You'll need 3 things to be considered:

  1. Some experience of supporting Financial Advisers and/or industry relevant qualifications
  2. The drive and ability to learn and develop, and pass exams
  3. To be real team player - There are no ego's here and everyone, no matter their standing within the business, still gets involved with the most basic of administration tasks alongside any technical work they're doing or advice they are giving. They are a close-knit team who support one another, they are flexible around each other’s needs and they need someone with that same ethos.


Your role will include tasks such as:

  • Prompt, accurate and compliant submission of new business
  • Managing pipeline business and rectifying any concerns which may arise
  • Produce valuations and meeting packs for client review meetings
  • Attend client meetings, make notes and take on follow-up tasks
  • Screening and processing advisers post, e-mails and calls
  • Report writing, financial analysis and fund / product research



Other details and benefits include:


  • Salary up to £30,000
  • 37.5 hours per week, 30 minute unpaid lunch
  • Hybrid working (3 days in the office, 2 days working from home after you probationary period)
  • Annual bonus and milestone bonuses (Based on reaching Level 4 and level 6)
  • 22 days holiday (Rising to 27 with service plus Bank Holidays, plus Christmas shut down holiday trade in scheme
  • Company funded CII membership, exam entry and course books
  • 4x Death in service
  • Company funded CII membership, exam entry and course books
  • Auto-enrolled company pension scheme membership with employer contributions of 3% pensionable earnings in return for employee contributions of 5%.
  • Inclusion in fund manager presentations and webinars/ seminars



Please get in touch with Richard Kunman at Recruitment22 for more information.