Trainee Financial Planning Consultant
5 days ago
This is an excellent opportunity for someone who is keen to develop their career in financial planning, working alongside the Director and managing an existing book of business.
Assist the Director with client meetings, including preparation of financial reports and documentation.
* Conduct research on financial products and solutions to meet client needs.
* Develop a solid understanding of financial planning, products, and markets.
* Proven experience working in a Paraplanning or Client Support role for a financial planning firm.
* Hold the CII Level 4 Diploma Regulated Financial Planning or close to completing it.
* Knowledge of financial products, investment strategies, and retirement planning.
* Excellent communication skills with the ability to explain financial concepts in a clear and understandable manner.
* Mentorship from an experienced Adviser to help you grow your knowledge and skills.
* A competitive salary package
* Hybrid role
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Trainee Financial Adviser
3 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Financial Adviser
5 days ago
West Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Financial Adviser
3 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Recruitment Consultant
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Halifax, West Yorkshire, United Kingdom Academics Ltd Full timeTrainee Recruitment Consultant - Education Excellent earning potential and full training provided £24k to £27k plus uncapped commission Halifax We are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee Recruitment...
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Trainee Recruitment Consultant
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Employed Trainee Financial Adviser
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Trainee Recruitment Consultant
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Financial Planning Specialist
2 months ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeAbout our client IDEX Consulting is a trusted financial planning firm that offers independent and holistic planning across financial planning and tax planning to high net worth individuals and business owners. Role description We are seeking a skilled Financial Planner to deliver quality client-centric financial planning to new and long-standing...
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Protection Specialist
3 months ago
West Midlands, UK, UK, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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Financial Trainee
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Financial Planning Specialist
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Quality Assurance Consultant
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