Trainee Financial Adviser
4 weeks ago
** GRADUATE SCHEME - TRAINEE FINANCIAL PLANNER**
**LOCATION: LEICESTER ** HYBRID AFTER SUCCESSFUL COMPLETION OF SCHEME**
**STARTING SALARY 28,000 - 30,000**
**Applicants must have a full, clean UK driving license and also must clear DBS checks**
**Intake day 4th December 2023 ***
Your benefits package includes the following:
- Share Incentive Plan
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
NJR Recruitment are working exclusively and in Partnership with a National Firm of Independent Financial Planners who are currently recruiting for highly motivated individuals to join the December 2023 intake of their 12-month Wealth Management Consultant training programme, which will include undertaking the Level 4 Diploma in Regulated Financial Planning.
This is a hybrid role with, the successful applicants* expected to work from the Leicester office for the first 12 months, after which you may work on a flexible/hybrid basis.
- An entrepreneurial mindset and be prepared to invest in themselves
- Experience or desire to work in a target driven environment
- Well-spoken and confident dealing with a wide range of individuals including clients and other professionals
- Strong communication and closing skills
- Qualified to a degree level or equivalent
- 18 months + experience within a Financial Services environment - those from Product providers, Pension Administrators, Banking or an IFA background
- Commitment to joining a progressive development programme
- Genuine interest in financial planning and wealth management
- Excellent literacy and numeracy skills with copy accuracy
- Confident manner and an ability to communicate with stakeholders at all levels
THE TRAINING SCHEDULE - Each trainee will go through the training programme with a number of like-minded individuals and receive learning and support from within the business. This will include the alignment to a mentor who will provide them with relevant guidance during the programme and upon successful completion.
The programme will involve:
- Completion of the RO Level 4 Diploma in Regulated Financial Planning across twelve months
- Focused learning syllabus covering all aspects of the advice process and specialist topics
- Attendance at business unit sales meetings
- Attendance at client meetings through shadowing of wealth management consultants
- You will be embedded within our advice process framework including paraplanning and client facing activities/work
- Completion of monthly assignments within the designated deadlines, to a high standard
- Provision of support to the consultancy team, assisting with projects and compliance matters as required
In addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
REF 14027
**Salary**: £28,000.00-£30,000.00 per year
**Benefits**:
- Company car
- Company pension
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 14027
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