My client is a progressive national firm of Chartered Financial Planners, with over 5 regional offices across the UK. They are providing their clients with independent financial advice and they are looking for a Trainee Financial Planner to join their business to work from their Norwich office.
Are you an existing Paraplanner who is looking to move into an Advice role?
Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor?
Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy?
In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising.
This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development.
This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor.
The Role
- Joining as a Trainee Financial Advisor
- Rapid progression opportunity
- Excellent benefits including 36 Days Holiday - often with extra days off
- Supportive work culture that values hard work and professionalism
The Person
- Current Paraplanner, Trainee or Aspiring Financial Advisor
- Level 4 DipPFS or DipFA qualified
- Paraplanning / whole market background
You WILL be required to hold the Level 4 qualification as a minimum in Financial Advice, although Chartered qualified is a preference.
Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Trainee Financial Advisor in Costessey employer: O'loughlin Recruitment Ltd
Join a progressive national firm of Chartered Financial Planners in Norwich, where you will receive tailored 1-on-1 training from experienced Advisors to help you transition into a fully qualified Financial Advisor. With a strong emphasis on employee wellbeing and a supportive team culture, this company offers excellent career progression opportunities, generous remuneration, and a best-in-class holiday policy, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
O'loughlin Recruitment Ltd Recruitment Team
