Financial Planning Trainee

3 weeks ago


Colchester, Essex, United Kingdom Heat Recruitment Ltd Full time
Financial Planning Trainee Opportunity

Heat Recruitment Ltd is seeking a driven and motivated individual to join their team as a Financial Planning Trainee. The company has a strong focus on developing strong relationships and a balance of professionalism and friendliness has contributed to their success. This is a fantastic chance to join a firm that can offer you a training program to become a well-established, reputable Adviser. You will be working with a team of experienced administrators, paraplanners, and Advisers to learn the methods in which this firm works. Progression is highly encouraged and supported throughout.

Key Benefits:
• Up to £35,000
• Professional development and training
• Life assurance
• Income protection scheme
• Private health cover
• Enhanced maternity, paternity, and adoption package
• Long service awards
• Paid volunteer days
• Employee wellbeing commitment
• Events and socials

Requirements:
• Working towards either the DipFA or DipPFS
• Previous experience working within a similar financial services environment
• Excellent communication, both written and verbal, and attention to detail are essential to succeed
• Motivated with a passion for financial planning

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