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Trainee Financial Planner

2 months ago

Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time

A prestigious career advancement opportunity has arisen for a Trainee Financial Planner to join our esteemed client base in the south Manchester area.

Our client is seeking a Paraplanner looking to transition into a Financial Advising role. No prior advisory experience is required, as comprehensive training is provided.

You will benefit from an inherited client base, which is further expanded through extensive referrals.

As a Financial Planner, you will be supported by experienced Administrators and Paraplanners.

The Ideal Candidate:

  • 2 years' experience in Paraplanning (essential)
  • Diploma Level 4 (essential)
  • Client meeting exposure (desirable)
  • 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.

Key Benefits:

  • Competitive basic salary
  • Uncapped earning potential
  • Extensive benefits package