Trainee Financial Planner
5 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.
- Ensuring excellent client relationships are maintained & developed.
- Spotting opportunities for business growth & development.
- Level 4 qualified (essential).
- Strong previous experience in a paraplanning or financial planning focused role.
- Excellent communication skills are pivotal for this position.
- Ambitious & proactive approach and work ethic.
- Passionate about becoming a financial planner/advisor.
**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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