Financial Planning Trainee
2 weeks ago
A prestigious client based in south Manchester is seeking a Trainee Financial Planner to join their team.
This role offers a chance to transition from Paraplanning to Advising, with full training provided.
You will benefit from an inherited client base, which is increased through extensive referrals.
As a Financial Planner, you will be supported by experienced Administrators and Paraplanners.
Key Requirements:
- 2 years' Paraplanning experience
- Diploma Level 4
- Client meeting exposure (desirable)
- Ability to generate new business
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
- Confidence and ability with sales and presentational skills
In return, this opportunity offers a competitive basic salary, excellent uncapped earning potential, and an extensive benefits package.
About the Role:
This is a fantastic opportunity for a Paraplanner looking to take the next step in their career.
You will have the chance to work with a prestigious client and develop your skills in financial planning.
What We Offer:
A competitive salary and benefits package, as well as the opportunity to work with a prestigious client.
How to Apply:
Please apply for this role or contact Matthew Biddle on LinkedIn.
-
Financial Planning Trainee
7 days ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeFinancial Planning Trainee OpportunityA prestigious client based in south Manchester is seeking a highly motivated and ambitious Trainee Financial Planner to join their team.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role, with no prior advisory experience required as full training is provided.The...
-
Financial Planning Trainee
7 days ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeFinancial Planning Trainee OpportunityA prestigious client based in south Manchester is seeking a highly motivated and ambitious Trainee Financial Planner to join their team.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role, with no prior advisory experience required as full training is provided.The...
-
Financial Planning Trainee
2 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeTrainee Financial Planner OpportunityA prestigious client based in south Manchester is seeking a Trainee Financial Planner to join their team.This role offers a chance to transition from Paraplanning to Advising, with full training provided.You will benefit from an inherited client base, which is increased through extensive referrals.As a Financial Planner,...
-
Financial Planning Trainee
2 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeTrainee Financial Planner OpportunityA prestigious client based in south Manchester is seeking a Trainee Financial Planner to join their team.This role offers a chance to transition from Paraplanning to Advising, with full training provided.You will benefit from an inherited client base, which is increased through extensive referrals.As a Financial Planner,...
-
Trainee Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly motivated and organized Trainee Paraplanner to join their team. As a Trainee Paraplanner, you will provide administrative support to a team of financial planners, assisting with the preparation of suitability reports, product research, and client correspondence.Key Responsibilities:Carry out product research...
-
Trainee Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly motivated and organized Trainee Paraplanner to join their team. As a Trainee Paraplanner, you will provide administrative support to a team of financial planners, assisting with the preparation of suitability reports, product research, and client correspondence.Key Responsibilities:Carry out product research...
-
Financial Planning Trainee
2 days ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeA prestigious opportunity has arisen for a Trainee Financial Planner to join our esteemed client base in south Manchester.Our client is seeking a Paraplanner looking to transition into advising, with no prior experience required as comprehensive training is provided.You will benefit from an inherited client base, which is further expanded through extensive...
-
Financial Planning Trainee
2 days ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeA prestigious opportunity has arisen for a Trainee Financial Planner to join our esteemed client base in south Manchester.Our client is seeking a Paraplanner looking to transition into advising, with no prior experience required as comprehensive training is provided.You will benefit from an inherited client base, which is further expanded through extensive...
-
Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeOur Client, a highly professional and rapidly expanding firm of Chartered Financial Planners, is seeking a motivated and hardworking Trainee Paraplanner/Administrator to join their busy Pensions & Investments Team. The successful candidate will be responsible for providing administrative support to the team, including data entry, document preparation, and...
-
Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeOur Client, a highly professional and rapidly expanding firm of Chartered Financial Planners, is seeking a motivated and hardworking Trainee Paraplanner/Administrator to join their busy Pensions & Investments Team. The successful candidate will be responsible for providing administrative support to the team, including data entry, document preparation, and...
-
Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time**About NJR Recruitment**We are working with a highly professional and rapidly expanding firm of Chartered Financial Planners to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.**Key Responsibilities:**Assist in the preparation of financial plans and reportsProvide...
-
Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time**About NJR Recruitment**We are working with a highly professional and rapidly expanding firm of Chartered Financial Planners to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.**Key Responsibilities:**Assist in the preparation of financial plans and reportsProvide...
-
Financial Services Trainee
3 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeA reputable wealth management firm, Page Personnel Finance, is seeking a skilled Trainee Paraplanner to join their team in Altrincham.Client DetailsProviding holistic financial advice across various areas, the company has built up a strong reputation for delivering a client-focused approach and has grown significantly over the years.DescriptionAs a Trainee...
-
Trainee Paraplanner
2 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeAbout Page Personnel FinanceWe are a leading recruitment agency specializing in finance and accounting roles. Our team of experts is dedicated to finding the best talent for our clients in the industry.Job SummaryWe are seeking a highly motivated and detail-oriented Trainee Paraplanner to join our client's team in Altrincham. As a Trainee Paraplanner, you...
-
Trainee Paraplanner
2 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeAbout Page Personnel FinanceWe are a leading recruitment agency specializing in finance and accounting roles. Our team of experts is dedicated to finding the best talent for our clients in the industry.Job SummaryWe are seeking a highly motivated and detail-oriented Trainee Paraplanner to join our client's team in Altrincham. As a Trainee Paraplanner, you...
-
Corporate Insolvency Administrator Trainee
1 week ago
Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full timeJob Title: Corporate Insolvency Administrator TraineeLocation: Warrington, UKAbout Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles...
-
Corporate Insolvency Administrator Trainee
1 week ago
Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full timeJob Title: Corporate Insolvency Administrator TraineeLocation: Warrington, UKAbout Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles...
-
Paraplanning Trainee
1 week ago
Altrincham, Trafford, United Kingdom Page Personnel Full timePage Personnel is seeking a skilled Trainee Paraplanner to support their team in Altrincham. As a Trainee Paraplanner, you will be responsible for assisting in report writing, researching financial products, and providing exceptional client service. Key responsibilities include: * Assisting in the preparation of financial plans and reports * Conducting...
-
Paraplanning Trainee
1 week ago
Altrincham, Trafford, United Kingdom Page Personnel Full timePage Personnel is seeking a skilled Trainee Paraplanner to support their team in Altrincham. As a Trainee Paraplanner, you will be responsible for assisting in report writing, researching financial products, and providing exceptional client service. Key responsibilities include: * Assisting in the preparation of financial plans and reports * Conducting...
-
Paraplanning Trainee
1 week ago
Altrincham, Trafford, United Kingdom Page Personnel Full timePage Personnel is seeking a skilled Trainee Paraplanner to support their team in Altrincham. As a Trainee Paraplanner, you will be responsible for assisting in report writing, researching financial products, and providing exceptional client service. Key responsibilities include: * Assisting in the preparation of financial plans and reports * Conducting...