Grad Scheme

**Location**
**Salary**
**Posted on**
**Reference**
**Leicester
£28000 - £30000
04/08/2023
NJR14027

DESCRIPTION

**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**

**ASSESSMENT DAYS - 9th & 10th AUGUST**

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