At a Glance
- Tasks: Support clients with financial planning and develop your advisory skills.
- Company: Join a respected Chartered Independent Financial Planning firm with a national presence.
- Benefits: Competitive salary, excellent bonuses, hybrid working, and comprehensive training.
- Other info: Dynamic environment focused on long-term relationships and exceptional client outcomes.
- Why this job: Kickstart your career in finance with a £40m client bank and strong mentorship.
- Qualifications: Experience as a Paraplanner or Trainee Adviser with client-facing skills.
The predicted salary is between 42000 - 42000 £ per year.
An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners.
Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career.
The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.
Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning.
