Financial Planning Trainee

2 weeks ago


Stockport, United Kingdom NJR Recruitment Full time

About Us

NJR Recruitment is proud to be working in partnership with a well-established boutique firm of independent financial advisers. This is an exciting opportunity for a high-calibre individual looking to progress to an advisory role.

The successful candidate will be taken through a structured training programme to develop the skills and knowledge required to become a competent and successful financial planner.

Key Responsibilities

  • Working in a supporting role with a decent amount of client contact
  • Preparing for planning meetings, including updating cashflow forecasts and summarising action required
  • Attending planning meetings in the second chair to take notes and learn
  • Producing post-meeting financial planning summaries
  • Writing suitability reports
  • Carrying out research

Key Skills and Experience

  • Completed Diploma in Regulated Financial Planning
  • Passed at least one AF exam and looking to be Chartered as soon as possible
  • Excellent verbal and written communication skills and a willingness to learn
  • Experience of cashflow forecasting and dealing with technical matters such as Capital Gains Tax and Investment Bonds

Our client offers a range of benefits, including annual bonuses, pension, life assurance, 25 days holiday and income protection.



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