Financial Planning Trainee

4 weeks ago

Waltham Cross, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Financial Planning Trainee Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and advice, working with a well-established and reputable financial services company.

About the Role

  • Conduct in-depth reviews of clients' financial circumstances and future aims, identifying opportunities for growth and improvement.
  • Develop and explain recommendations to clients on ways to best utilize their money and achieve their goals.
  • Analyze and re-evaluate investment portfolios, ensuring they align with clients' individual financial needs and objectives.
  • Ensure all regulatory requirements are met, including the annual retention of a Statement of Professional Standing.
  • Stay up-to-date with legislative and product changes, ensuring you are equipped to provide the best possible advice to clients.

Requirements

  • Minimum Level 4 financial advice qualifications, with a strong desire to complete the remainder within two years.
  • Experience in paraplanning or a similar role, with a good understanding of financial products and services.
  • Full UK driving licence and own car, as travel to clients will be required.

What We Offer

  • A comprehensive training program, designed to help you develop your skills and knowledge in financial planning and advice.
  • A supportive and collaborative team environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including a bonus scheme and pension scheme.

How to Apply

If you are a motivated and ambitious individual, with a passion for financial planning and advice, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information].

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