Trainee Financial Planner

4 weeks ago


Edinburgh, United Kingdom Recruit UK Full time

**Are you an experienced Paraplanner looking to become a Financial Planner?**

A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in Financial Planning gained through professional experience. This firm has an excellent history of progressing people from Paraplanning to Chartered Financial Planner proving this role will take you where you want to be.

With their office nestled in the centre of Edinburgh and a client base awaiting you once you are signed off, this role offers indispensable support and a nurturing environment that is crucial for embarking on your transformative journey.

If you’re ready to take your Financial Planning career to the next level and work for a company who values your contributions and supports your growth, this could be your next chapter.

**What do you need?**
- Experience in Paraplanning (2+ years)
- Diploma Qualified in Financial Planning (or very close to)
- Driven attitude
- Client centric approach

**What’s in it for you?**
- Competitive salary
- Good commission scheme
- DIS (x2)
- Income Protection
- Client bank to inherit

**Job Title**: Trainee Financial Planner

**Location**:Edinburgh

**Salary**: Up to £45,000

**REF**: 7628

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00-£45,000.00 per year

**Experience**:

- Paraplanning: 2 years (required)

Work Location: In person



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