Trainee Financial Planner
Taylor James Professional Recruitment
We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team.
This unique offering will see you form part of our client’s inhouse ‘Adviser Academy‘ & embark on a journey in becoming a fully qualified independent financial adviser.
NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion.
What our client is looking for
- c2 years experience + within financial services/ wealth management (essential)
- Level 4 qualified/ close to completion (essential)
- Previous client services administration/ paraplanning experience (essential)
- Strong academic background (essential)
- Client meeting experience (desirable)
The academy offering
- Full funded study support via CII
- A structured & bespoke development plan
- Expert training & mentoring
- Client meeting experience
- In depth understanding of the financial planning process
The package (whilst in the academy)
- Starting basic salary of up to c£45,000
- Attractive Bonus Scheme
- Hybrid working (3 days in the office)
- 30 days holiday + bank holidays (rising)
- Full study support
- Private Medical Insurance
- Life Cover
- Company Pension Scheme
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
To apply for this job please visit www.jobg8.com.