Trainee Financial Planner

5 days ago

Wigan, United Kingdom MB Fitzgerald Full time

**Senior Paraplanner / Trainee Financial Planner - Wigan - Salary negotiable plus Bonus and Benefits**

MBF are currently working with a leading North-West based firm of Chartered Financial Planners who are looking to recruit a Senior Paraplanner to work alongside the CEO.

The role:

- The idea is that over the course of 18-24 months you will be shadowing the CEO, helping them to service their significant client book and being introduced as their future point of contact for when the CEO retires.
- You will start client work within the first 6 months, once you are settled into the company's way of working
- During this training period you will also be assisting the Advisor by producing financial plan's/ reports for their clients
- Preparing cashflow reports where applicable
- Act as main point of contact and deal effectively with queries from clients and other parties

Requirements:

- You must be Diploma qualified as a minimum, ideally Chartered or willing to work towards this
- You must also have first class communication skills, with the ability to communicate your technical knowledge clearly and effectively
- You should have a minimum of 3 years' Paraplanning experience

On offer:

- Exceptional opportunity to progress within a growing company, offering a significant client book for you to manage
- Competitive salary of £40-50K plus Benefits
- Salary review once you progress into full Advisor role
- Exam support

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