Trainee Pension Consultant
2 days ago
About the Company:
Freedom Recruitment Capital is a highly regarded independent financial planning firm specializing in advising medical professionals on their financial needs. Our dynamic team offers a clear progression path, with opportunities for growth and development.
We offer a hybrid working arrangement, allowing you to achieve a better work-life balance while still contributing to a reputable firm.
If you're a detail-oriented paraplanner looking to advance to becoming a Financial Adviser within a respected company, we'd love to hear from you.
Job Description:
This role involves supporting experienced financial planners in preparing client reports and recommendations. Key responsibilities include conducting research and analysis, managing client reviews, and creating tailored financial plans.
Requirements:
- Minimum 2 years of experience in paraplanning or a related field
- Level 4 Diploma qualification (or currently working towards it)
- Proficiency in financial planning software and excellent analytical skills
- Strong interpersonal skills and a commitment to delivering exceptional client service
Benefits:
- A competitive salary of £45,000 - £55,000 per annum, dependent on experience
- 23 days holiday allowance
- 4x Death in Service benefit
- 6% Pension scheme contribution
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