Financial Planning Professional

1 month ago


Cardiff, Cardiff, United Kingdom Fram Executive Search Limited Full time
Join Our Team at a Boutique Financial Planning Firm

We are partnering with a dynamic and growing chartered financial planning firm located in the UK. As a forward-thinking practice, they are seeking an ambitious individual with a solid foundation in financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a Trainee Advisor position.

About the Role:

  • Work with a well-established firm committed to fostering growth and development.
  • Contribute to a dynamic team delivering exceptional financial planning services.
  • Opportunity to progress into a Trainee Advisor position.

What We Offer:

  • A supportive and collaborative work environment.
  • Professional development opportunities to enhance your skills and knowledge.
  • A competitive salary and benefits package.

Requirements:

  • Foundational knowledge of financial planning.
  • Eagerness to learn and progress in your career.
  • Strong communication and interpersonal skills.

How to Apply:

Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you.



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