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Financial Planning Trainee

2 months ago

Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time
Financial Planning Trainee Opportunity

A prestigious client based in south Manchester is seeking a highly motivated and ambitious Trainee Financial Planner to join their team.

This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role, with no prior advisory experience required as full training is provided.

The successful candidate will benefit from an inherited client base, which will be increased through extensive referrals.

As a Financial Planner, you will be supported by experienced Administrators and Paraplanners, allowing you to focus on developing your skills and expertise.

The ideal candidate will have:

  • 2 years' Paraplanning experience
  • Diploma Level 4
  • Client meeting exposure (desirable)
  • The ability to generate new business
  • Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
  • Confidence and ability with sales and presentational skills

In return, this opportunity offers a competitive basic salary, excellent uncapped earning potential, and an extensive benefits package.

To be considered for this opportunity, please apply or contact Matthew Biddle on LinkedIn.