Trainee Financial Planner

1 week ago


Colchester, United Kingdom Placing Faces Full time

**Title: Trainee Financial Planner**

**Salary: £35-50k, OTE up to £60k**

**Location: Remote/Colchester**

Our client is one of the UK’s leading wealth management companies, and have received numerous awards for their financial and investment management services. They are looking for a Trainee Financial Planner to join their friendly team
- they will give you full support in becoming a Financial Planner with them, and you will be servicing existing clients from within the business. This is a great opportunity for someone with experience in the financial advice industry to take the next step in their career.

**They are looking for a Trainee Financial Planner with the following experience;**
- Level 4 diploma qualified or equivalent as a minimum
- Experience in Financial Services in a back-office role (e.g. paraplanning)

**To become a Trainee Financial Planner you must;**
- Be able to work to deadlines
- Be self and money motivated
- Provide expert knowledge advice on investment, pension and protection advice

**Benefits you will receive as a Trainee Financial Planner;**
- Clients provided for you to service
- Flexibility of working from home or in their Colchester office
- OTE of up to £60k in your first year

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00-£50,000.00 per year

Schedule:

- Day shift
- Monday to Friday

Work Location: In person



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