Trainee Financial Planner

5 months 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



  • Chelmsford, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Senior Financial Planner to join our finance team in Chelmsford, United Kingdom. As a key member of our team, you will be responsible for developing and implementing financial plans, forecasts, and budgets for management review.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for management review.Monitor...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Services Opportunity **Job Summary:** We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment. **Key Responsibilities:** * Collaborate with advisers to craft...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Services Opportunity **Job Summary:** We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment. **Key Responsibilities:** * Collaborate with advisers to craft...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Servicing Financial Advisor PositionJob Summary:We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendations and...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Servicing Financial Advisor PositionJob Summary:We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendations and...

  • Planner / Scheduler

    4 weeks ago


    Chelmsford, United Kingdom CHP Full time

    Planner / Scheduler £29,820ChelmsfordPermanent,Full TimeWe are looking for a Plannerto undertake effective planning work, coordination of teams, administrative duties and financial and statistical functions in support of all Operations teams providing excellent planned maintenance, responsive repairs, empty homes, compliance and grounds services.What you'll...

  • Planner / Scheduler

    4 weeks ago


    Chelmsford, United Kingdom CHP Full time

    Planner / Scheduler £29,820ChelmsfordPermanent,Full TimeWe are looking for a Plannerto undertake effective planning work, coordination of teams, administrative duties and financial and statistical functions in support of all Operations teams providing excellent planned maintenance, responsive repairs, empty homes, compliance and grounds services.What you'll...

  • Planner / Scheduler

    4 weeks ago


    Chelmsford, United Kingdom CHP Full time

    Planner / Scheduler £29,820ChelmsfordPermanent,Full TimeWe are looking for a Plannerto undertake effective planning work, coordination of teams, administrative duties and financial and statistical functions in support of all Operations teams providing excellent planned maintenance, responsive repairs, empty homes, compliance and grounds services.What you'll...


  • Chelmsford, Essex, United Kingdom mbf. Full time

    Mbf is working with a well-established Financial Planning and Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth...


  • Chelmsford, Essex, United Kingdom HC-One Full time

    About HC-OneWe're committed to providing the best possible care for our residents, and we're looking for a Trainee Nursing Assistant to join our team. As a Trainee Nursing Assistant, you'll have the opportunity to learn and develop your skills in a supportive and inclusive environment.Our Trainee Nursing Assistant role offers a comprehensive training...


  • Chelmsford, Essex, United Kingdom Crux Careers Full time

    Trainee Estate Agent OpportunityAre you looking to kick-start your career in estate agency?At Crux Careers, we offer a unique chance to gain hands-on experience and develop your skills in a fast-paced and dynamic environment. As a Trainee Estate Agent, you will be working closely with our experienced team to understand the intricacies of the industry and...


  • Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

    Financial Planning Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team in Chelmsford. As a Paraplanner, you will provide technical support to our team of Chartered Financial Planners and Directors, assisting in the delivery of bespoke solutions to advisory and discretionary clients.Key Responsibilities:Provide full technical...


  • Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

    Financial Planning Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team in Chelmsford. As a Paraplanner, you will provide technical support to our team of Chartered Financial Planners and Directors, assisting in the delivery of bespoke solutions to advisory and discretionary clients.Key Responsibilities:Provide full technical...

  • Audit Trainee

    1 month ago


    Chelmsford, Essex, United Kingdom Grant Thornton LLP Full time

    About Our Audit and Assurance PracticeAt Grant Thornton UK LLP, our Audit and Assurance practice is a dynamic and diverse team of professionals who work together to deliver high-quality audit and assurance services to our clients. We are looking for talented individuals to join our team as Audit Trainees and contribute to our success.Your Role and...

  • Audit Trainee

    1 month ago


    Chelmsford, Essex, United Kingdom Grant Thornton LLP Full time

    About Our Audit and Assurance PracticeAt Grant Thornton UK LLP, our Audit and Assurance practice is a dynamic and diverse team of professionals who work together to deliver high-quality audit and assurance services to our clients. We are looking for talented individuals to join our team as Audit Trainees and contribute to our success.Your Role and...


  • Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Director OpportunityEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we are seeking an experienced Financial Planning...


  • Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Director OpportunityEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we are seeking an experienced Financial Planning...


  • Chelmsford, United Kingdom CV-Library Full time

    Estate Agent Trainee Sales Negotiator * Applications are now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. * You will receive...


  • Chelmsford, Essex, United Kingdom HC-One Full time

    About HC-OneWe're committed to providing high-quality care to our residents, and we're looking for a dedicated and compassionate Trainee Nursing Assistant to join our team.As a Trainee Nursing Assistant, you'll have the opportunity to work closely with our experienced colleagues and receive comprehensive training to develop your skills and knowledge. You'll...

  • Planner

    5 months ago


    Chelmsford, United Kingdom CHP Full time

    We’re a local housing association that’s passionate about tackling the housing shortage in the East of England. We provide warm, safe and affordable homes. But we don’t stop there. We offer a wide range of support and services to help our customers and their communities to thrive. We want to be an organisation that cares about our customers and...