Exceptional Trainee Financial Planner Wanted

3 weeks ago


Droitwich, Worcestershire, United Kingdom Heat Recruitment Full time

We are seeking a Trainee Financial Planner to join our team at Heat Recruitment. This is an exceptional opportunity for an ambitious individual to develop their skills and knowledge in financial planning.

About the Role

As a Trainee Financial Planner, you will have the opportunity to support one of our Senior IFAs and work towards becoming a signed-off competent advisor. You will also be responsible for taking over a small client bank, providing excellent customer service and building strong relationships with clients.

What We Offer

In addition to a competitive salary and bonus scheme, we offer a range of benefits, including a generous pension scheme, death in service and income protection plan, career and personal development pathways, wellbeing support services, and agile and home working policies.

Requirements

To be considered for this role, you will need to have previous experience of working within a financial planning firm, ideally with a Level 4 Diploma CII. You should also have excellent client-facing skills and have supported an advisor previously. A willingness to learn and develop in the role is essential.



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