Financial Planning Trainee

2 weeks ago


Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time
Trainee Financial Planner Opportunity

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.



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