Financial Planning Associate
5 days ago
Are you a detail-oriented individual looking to launch your career in financial planning? As a Trainee Paraplanner at Joslin Rhodes Lifestyle Financial Planning Limited, you will have the opportunity to work with clients to create personalized retirement plans. In this role, you will be responsible for analyzing policy information, formulating recommendations, and communicating with clients on matters related to their financial circumstances.
The ideal candidate will have strong analytical skills, excellent communication abilities, and a passion for helping others achieve their financial goals. You will also have the option to study towards your Diploma in Financial Planning (6 examinations). A competitive salary of £22,000 - £28,000 per annum is offered, depending on experience, plus benefits including private medical insurance, pension contributions, life insurance, health cash plan & health checks, holidays (starting at 25 days), holiday buy & sell scheme, complete PlanHappy Lifestyle Financial Planning Training, voucher awards & gifts for “Hero of the Week” and our “Glenn Warwick” winners.
As a full-time employee, you can expect to work Monday to Friday in our Stockton-on-Tees office, where you will have access to free parking and a range of other benefits. If you are interested in this exciting opportunity, please book onto a Recruitment Discovery Session to learn more.
Job Highlights:
- Analyze policy information to formulate recommendations
- Communicate with clients on matters related to their financial circumstances
- Work towards your Diploma in Financial Planning (6 examinations)
- Competitive salary: £22,000 - £28,000 per annum
- Benefits package including private medical insurance, pension contributions, life insurance, and more
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