Trainee Financial Planner in London
New Yesterday
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Job Description
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.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
- Location:
- London
- Job Type:
- FullTime
- Category:
- Planner, Financial, Planning, Trainee