At a Glance
- Tasks: Support clients with financial planning and develop your skills in a dynamic environment.
- Company: Join a respected Chartered Independent Financial Planning firm with a strong national presence.
- Benefits: Enjoy a competitive salary, excellent bonuses, and flexible hybrid working options.
- Other info: Emphasis on long-term relationships and exceptional client outcomes in a tech-driven environment.
- Why this job: Kickstart your career with a £40m client bank and comprehensive training support.
- Qualifications: Ideal for experienced Paraplanners or Trainee Advisers ready to advance their careers.
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.
