Trainee Financial Planner

3 days ago


Leeds, United Kingdom Reward Recruitment Full time

**Trainee Financial Planner**

**Location - Leeds**

Our client is the Wealth Management division of a growing award winning national firm of Chartered Accountants with offices located throughout the UK. Their clients are typically private individuals and business owners / directors, largely introduced tothe division via their colleagues throughout the network, and from existing client referrals.

They are a client centric firm that believe every client is unique and they utilise cashflow modelling and the latest technologies to engage with their clients in helping them reach their goals. In addition, they have created a core investment philosophywhich compliments their approach in helping to build meaningful long-term client relationships.

**The Role**

As a Trainee Financial Planner you will embark on a structured programme in order to gain the necessary skills, qualifications and experience to become a chartered financial planner. Ultimately you will take on an existing client portfolio which you willthen be responsible for managing and growing.

You will:

- Have experience working within a financial advice/planning environment, ideally as a paraplanner, or trainee adviser.
- Be personable, confident and have the ability to build trust and rapport
- Be a problem solver and able to communicate effectively
- Take pride in your work and demonstrate the ability to go the extra mile for clients
- Have strong work ethic, attention to detail and the ability to work to deadlines
- Have already completed the CII Level 4 Diploma

**How to Apply**

For further information please send your CV to Stuart at Reward Recruitment Limited or contact him on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.



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