Trainee Financial Planner
7 months ago
**The Job**
Working closely with the firm’s senior leadership & wider team, you will be involved across the following:
- Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the hope of becoming a capable financial planner
- Overseeing a portfolio of existing company clients, ensuring they are provided with a top class level of service
- Prepare client documentation in advance of and following client meetings
- Ensuring excellent client relationships are maintained & developed
- Liaising with external stakeholders
- Identifying opportunities for business growth & development
- Level 4 qualified (essential)
- Strong previous experience in a paraplanning or financial planning focused role
- Excellent communication skills
- Ambitious & proactive approach
**The Benefits**
- A generous starting salary of £35-40,000 (negotiable DOE)
- Competitive bonus scheme
- Hybrid working
- 1pm Friday finish
- Second to none scope for training, development & progression opportunities
- Generous wider benefits package
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