Trainee Financial Planner

2 weeks ago

London, United Kingdom mbf. Full time

Our client is currently seeking to recruit for a Chartered or close to, Paraplanner, to join their team within a Trainee Financial Planner capacity. This role will be London based with hybrid working offered.

This role is essentially working alongside a Senior Financial Planner, managing client relationships, attending client meetings and shadowing the Planner, with the plan to move into a Financial Planner role in around two years - there is no report writinginvolved with this role.

Your role will be to join the business to work alongside one of the Senior Financial Planners to assist in servicing an existing client bank. Clients of this team generally have between £1M-30M of investable assets. Within your role you will be managingrelationship with clients, attending client meetings and assisting with the advice process. There is no paraplanning/report writing involved with this role.

Diploma is essential and advanced exams towards Chartered status would be considered advantageous. This role would suit an experienced Paraplanner who is now seeking to step up into a Financial Planner role with a leading firm.

Package will be to £55,000 (potentially higher for the right person) + Bonus & Excellent Benefits Package.

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