Trainee Financial Planner

7 months ago

Hungerford, United Kingdom Cranleigh Personnel Full time

**Job title: Trainee financial Planner**

**Location: Hungerford**

**Salary: £26,000 - £28,000**
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.

**If so, this opportunity could be the one for you.**

Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network - to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.

The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.

Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.

This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.

The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.

Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.

**Salary**: £26,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

  • Financial Planning Trainee

    2 weeks ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    Job Title:**Trainee Financial Adviser**About the JobThis is an employed opportunity as a Trainee Financial Advisor in Hungerford. You will receive full support to obtain your Level 4 Diploma in Financial Planning.About the RoleYou will be trained to obtain your qualifications and taught soft skills to build long-lasting relationships with clients and win...

  • Trainee Financial Advisor

    3 weeks ago

    Hungerford, United Kingdom Premier Jobs UK Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Trainee Financial Advisor

    3 weeks ago

    Hungerford, United Kingdom CV-Library Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Trainee Financial Advisor

    22 hours ago

    Hungerford, United Kingdom Premier Jobs UK Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Trainee Financial Adviser

    3 weeks ago

    Hungerford, United Kingdom Premier Jobs UK Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning.Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Trainee Financial Adviser

    2 weeks ago

    Hungerford, United Kingdom Premier Jobs Uk Limited Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Trainee Financial Adviser

    3 weeks ago

    Hungerford, United Kingdom Premier Jobs UK Limited Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning.Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Financial Planning Trainee

    2 weeks ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    Job TitleThis employed, Trainee Financial Advisor role in a sought-after location is an exciting opportunity.You will receive full support to obtain your Level 4 Diploma in Financial Planning, developing the necessary skills and knowledge to succeed in this field.We offer competitive compensation, with an estimated salary of £20,000 - £25,000 per annum,...

  • Trainee Financial Adviser

    2 weeks ago

    Hungerford, United Kingdom Premier Jobs Uk Limited Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning.If your skills, experience, and qualifications match those in this job overview, do not delay your application.Our client will put your through the training to obtain your...

  • Trainee Financial Planning Specialist

    2 days ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    Premier Jobs UK Limited offers a highly competitive salary for this trainee financial adviser role, estimated at £25,000 - £30,000 per annum, depending on experience.As a trainee financial adviser, you will have the opportunity to develop your skills in building long-lasting relationships with clients and generating referrals. The company's comprehensive...

  • Trainee Financial Advisor Role

    2 weeks ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    About the JobPremier Jobs UK Limited is seeking a highly motivated Trainee Financial Advisor to join our team.This is a fantastic opportunity to develop your skills and knowledge in financial planning, while also gaining valuable experience in client relationships and account management.The estimated salary for this role is £22,500 - £28,000 per annum,...

  • Trainee Financial Advisor Role

    1 week ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Full time

    Becoming a Qualified Financial AdvisorPremier Jobs UK seeks a motivated individual to join its team as a Trainee Financial Advisor, supporting the company's growth and development.About the PositionYou will work closely with experienced Financial Advisors, learning the necessary skills and knowledge to become a qualified professional.ResponsibilitiesAssist...

  • Trainee Financial Adviser

    24 hours ago

    Hungerford, Berkshire, United Kingdom Premier Jobs UK Limited Full time

    This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with...

  • Adviser Trainee in Finance

    2 days ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    The successful trainee financial adviser will be rewarded with a range of benefits, including opportunities for career progression, professional certifications, and a dynamic working environment.Premier Jobs UK Limited values its employees and strives to create a positive, inclusive workplace culture. As a valued member of the team, you will have access to...

  • Level 4 Diploma in Financial Services

    2 weeks ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    Job SummaryWe are currently recruiting for a Trainee Financial Advisor to join our team in a highly rewarding role.As a Trainee Financial Advisor, you will have the opportunity to gain hands-on experience in financial planning, while also receiving comprehensive training and support.The estimated salary for this position is £24,000 - £30,000 per annum,...

  • Financial Planning Trainee

    2 weeks ago

    Hungerford, West Berkshire, United Kingdom Premier Jobs UK Full time

    The Premier Jobs UK company is seeking a highly motivated individual for a Junior Financial Advisor role. The successful candidate will have the opportunity to work with experienced Senior Financial Advisors and learn from them during an 18-month training period.Key Responsibilities:Support the team with administrative tasks, paraplanning, and...

  • Executive Assistant

    2 days ago

    Hungerford, United Kingdom Tribex Services Full time

    Tribex are looking for an experienced family PA to join our highly prestigious clients household in the Newbury area. This is a VIP client that needs a top class personal to fill this particular role which is situated within the main family home. The core role will include the following, but not limited to. **SKILLS** The PA will possess the following...