Description
We are currently recruiting for a Financial Planning firm near Milton Keynes who are looking to recruit a Trainee Financial Planner.
This is an excellent opportunity for someone looking for the next step in their career as a Financial Planner. Mentored by a highly experienced Financial Planner, as you grow with experience and knowledge, you will have the chance to be involved in the business growth and direction of an already expanding company.
They understand the right balance is needed when it comes to work and personal life. So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes. Couple this with a competitive salary and beneficial perks, they aim to ensure they support and are flexible for each other.
As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide an independent financial planning service. They aim to build relationships that last a lifetime with both their clients and their staff.
The company is looking for a Trainee Financial Planner, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards.
Initially working within the paraplanning team, you will also work alongside, assist with client meetings and learn from the Financial Planner. In line with your personal development plan, you will eventually become main point of contact and Financial Planner to your own group of clients.
You will be someone who has strong interpersonal skills and be able to apply your own judgement and experience. A minimum of 2 years’ experience working as a qualified Senior Paraplanner in a Financial Planning firm is essential.
You will be at least Diploma level qualified and, if you don’t already hold these qualifications, you will be keen to work towards both Chartered Financial Planner and Certified Financial Planner status. The individual must be willing to take ownership of their own personal development.
However, there is a training and development programme available to assist you in working towards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner.
Purpose of Job:
To support Financial Planner working towards an independent provision of financial planning to private clients, while ensuring a smooth delivery of an excellent client service. To assist Financial Planner in managing a portfolio of clients, preparation and delivery of financial planning and regulated advice.
Benefits
• 30 days holiday (plus bank holidays)
• 3% employer pension contribution
• Health Cash back Scheme enrolment
• Training allowance / support towards qualifications
• Potential for bonus up to 10% of salary
• Hybrid working options
• Potential for Friday early finishes
• Applications from candidates wanting to work part-time or alternative hours will be considered