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Trainee Financial Planner

4 months ago

Newcastle upon Tyne, United Kingdom MB Fitzgerald Full time

**Trainee Financial Planner - Newcastle - Salary £35-40K - Great Benefits package and Bonus structure**

Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a diverse range of clients across the country.

They are now in the market to recruit a Trainee/Junior Financial Adviser to join one of their specialist divisions. In this role you will be expected to shadow & support Senior Financial Planners whilst developing your own skills which will enable you to progress into a full adviser position. This will include attending client meetings, providing technical support etc.

The client is looking for a motivated & professional individual who is looking to kickstart their advisory career, they will provide you with all the training, support & guidance you need to succeed.

In order to be considered you MUST hold the Diploma in Financial Planning. The client is looking for an individual that has strong client facing experience, ideally you will be working in a similar role however the client will also consider an experienced Paraplanner who is comfortable working with clients.

The client is offering a basic salary to £40,000 + bonuses and strong company benefits. Most importantly, they are offering a stable working environment where you can genuinely progress your career into an advisory position.