Financial Planner Role

13 hours ago


Nantwich, Cheshire East, United Kingdom Citrus Elite Recruitment Ltd Full time
Job Opportunity: Trainee Financial Planner

Citrus Elite Recruitment Ltd is seeking a highly motivated and ambitious individual to fill the role of a Trainee Financial Planner. This position involves providing exceptional client service, building strong relationships with existing clients, and delivering high-quality financial advice.

The ideal candidate will have a Level 4 qualification in financial planning and a strong desire to excel in their career as a financial advisor. We offer full training, flexible hybrid work arrangements, and regular qualified leads to support your success.

The salary for this position is approximately £25,000 - £35,000 per annum, depending on experience. If you are passionate about delivering outstanding results and have a strong customer focus, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Provide expert financial advice to existing clients
  • Build and maintain strong relationships with clients
  • Conduct thorough assessments of clients' financial situations
  • Develop and implement tailored financial plans
  • Stay up-to-date with industry developments and best practices


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