Trainee Financial Planner

4 weeks ago

Chelmsford, United Kingdom RecruitUK Full time

**Job Title**: Trainee Financial Planner

**Industry**: Financial Services

**Location**:Chelmsford

**Salary**:£35,000 - £50,000 (doe)

**Job reference**:8195

Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Chelmsford.

Duties include:

- Collaboration with Senior Financial Planners
- Attending meetings
- Preparing cashflow forecasting
- Fact-finding and technical research
- Client relationship management

**Benefits**:

- 25 days holiday, with buy/sell options
- DIS and 5% pension contribution
- Private medical insurance
- Loads of fundraising and social events
- Discounts for cycle scheme, gym membership, tech etc.

**Skills and experience required**:

- Experience as a Paraplanner
- CII Regulated Diploma, DipIP, DipFA or equivalent
- Good technical knowledge
- IT proficient
- Experience of Cash Flow modelling - using Cash Flow Modelling within client meetings (desirable)
- Highly organized, good interpersonal skills and the ability to provide a high level of service
- Able to travel frequently

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Chelmsford on a trainee Financial Planner role.

**Our commitment to you**:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

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

**Salary**: £35,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Gym membership
- Health & wellbeing programme
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

**Experience**:

- Paraplanning: 1 year (required)

Work Location: In person

Reference ID: 8195

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