At a Glance
- Tasks: Assist in financial planning for high-net-worth clients while receiving full training.
- Company: Resource Matters Ltd., a supportive and progressive financial services firm.
- Benefits: Clear career progression, bonuses, and comprehensive training.
- Other info: Join a dynamic team with ongoing development opportunities.
- Why this job: Kickstart your career in finance with hands-on experience and client interaction.
- Qualifications: No prior experience required; just a passion for finance and helping others.
The predicted salary is between 25000 - 32000 £ per year.
Resource Matters Ltd. is seeking a Trainee Financial Planner.
This role offers a clear path to progression with full training, a supportive framework, and access to a book of existing clients plus incoming leads.
You will benefit from a comprehensive support system including processes, research, paraplanning, and ongoing development to advance your career in holistic financial planning for high-net-worth clients.
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Trainee Financial Planner: HNW Clients, Training & Bonuses employer: Resource Matters Ltd
Join a leading financial planning firm in London that prioritises employee growth and development within a supportive and professional environment. With competitive compensation, a comprehensive benefits package, and world-class back-office support, this role offers the perfect opportunity for a Chartered Financial Planner to thrive while building lasting client relationships. Experience a dynamic work culture that values innovation and collaboration, making it an excellent choice for those seeking meaningful and rewarding employment.
