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Financial Planning Trainee

2 months ago

Sheffield, Sheffield, United Kingdom Recruit UK Full time
Job Title: Financial Planning Trainee

Industry: Financial Services

Location: Sheffield

Salary: Up to £40,000

Job Description:

About the Role:

We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client service and support to our clients, while also developing your skills and knowledge in financial planning.

Key Responsibilities:

  • Provide exceptional client service and support to our clients
  • Develop and implement financial plans for clients
  • Conduct research and analysis to identify opportunities for clients
  • Collaborate with senior team members to develop and implement business strategies
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent
  • Excellent verbal and written communication skills
  • Previous paraplanning experience with good technical knowledge
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Salary up to £38,000 (dependent on qualifications and experience)
  • 25 days holiday + bank holidays
  • Auto-enrolment pension
  • Exam support (if applicable)
  • Opportunity to step into a client-facing role
  • Life cover
  • Clients to inherit
  • Comprehensive training program

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 financial services connections. We are committed to providing exceptional service to our clients and candidates, and we take a holistic approach to career happiness, recognizing that it is rarely just about the money.