Trainee Financial Planner
Description✓Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
✓Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
✓Excitingly, the group now require several Trainee Financial Planners to embark on a rewarding and highly progressive advisory career.
✓Perhaps you’re working as a Paraplanner and wanting to take the next step or currently working as a Trainee Adviser, then this could well be the opportunity you have been looking for.
✓Our client is offering a 12 month+ program where you will be authorised to give advice, working with existing clients, mostly around annual reviews [but also still offering new client advice] whilst being mentored by various senior managers and other "lead" Financial Planners.
✓In the long term, the business will look to give you a full client bank, once you’ve developed and honed your advisory skills
✓Typically the client bank will come from an acquisition or internally.
✓Naturally, to be considered for the opportunity, you must be Level 4 Diploma qualified and have worked in the industry to demonstrate your commitment
✓A good level of knowledge around pensions and investments will need to be evidenced at interview stage.
✓The business is award winning, regularly in the financial news and recognised as one of the prominent names in Financial Planning, this is an excellent time to join.
✓These opportunities are employed with bonus potential.
✓Applicants will ideally be from the Chorley or surrounding areas in Lancashire
✓Home and office working is fully supported.
✓We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response Show more →
✓Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
✓Excitingly, the group now require several Trainee Financial Planners to embark on a rewarding and highly progressive advisory career.
✓Perhaps you’re working as a Paraplanner and wanting to take the next step or currently working as a Trainee Adviser, then this could well be the opportunity you have been looking for.
✓Our client is offering a 12 month+ program where you will be authorised to give advice, working with existing clients, mostly around annual reviews [but also still offering new client advice] whilst being mentored by various senior managers and other "lead" Financial Planners.
✓In the long term, the business will look to give you a full client bank, once you’ve developed and honed your advisory skills
✓Typically the client bank will come from an acquisition or internally.
✓Naturally, to be considered for the opportunity, you must be Level 4 Diploma qualified and have worked in the industry to demonstrate your commitment
✓A good level of knowledge around pensions and investments will need to be evidenced at interview stage.
✓The business is award winning, regularly in the financial news and recognised as one of the prominent names in Financial Planning, this is an excellent time to join.
✓These opportunities are employed with bonus potential.
✓Applicants will ideally be from the Chorley or surrounding areas in Lancashire
✓Home and office working is fully supported.
✓We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response Show more →