Trainee Financial Planner

7 days ago

Leicester, United Kingdom Boolers Full time

**Our business**

Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and have assets under influence in excess of £1bn.

Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. We have been delighted to receive for the third time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.

We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.

**The role**

As a Trainee Financial Planner, you will be provided with a full training plan to support your development of the knowledge, skills and abilities required to provide high quality advice and outcomes for clients, promote the business and its Appointed Representatives, conduct client meetings, dictate accurate high level meeting notes and ensure all undertakings adhere to relevant FCA rules and regulations.

**Key knowledge, skills and experience required**
- 5 GCSE’s or equivalent including English Language - Grade C or above
- At least 3 years’ experience within a client facing role
- Working to KPI’s and quality standards
- Effective diary management to develop business and maintain high standards of customer service
- Ability to effectively manage a portfolio of clients
- Excellent interpersonal skills to conduct client meetings and build long term relationships
- Excellent verbal and written communication skills
- Self-motivated to set and achieve personal goals on a regular basis
- Active in/ownership of personal development through qualifications, industry training and continual ongoing reading
- Ability to problem solving and provide tailored client solutions

**Remuneration and benefits**
- **Salary** - up to £35,000 gross per annum (Dependant on qualifications, knowledge, and experience)
- **Bonus scheme**:

- **Car allowance**:

- **Life assurance** - 2 x salary
- **Pension** - 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available
- **Holiday** - 26 days’, increasing incrementally in recognition of continuous service, plus statutory holidays
- **Free parking**

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

Pay: Up to £35,000.00 per year

Additional pay:

- Bonus scheme

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Leicester

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