Trainee Financial Planner

Cheshire, UK
30,000 - 45,000
16 Sep 2020
18 Sep 2020
Job Title: Trainee Financial Planner

Location: Cheshire

Salary: £30,000 - £45,000 + Bonus

The Company:

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.

Offering a strong bonus structure, leads, exam support, a healthy benefits package and clear career progression, this firm provide a comprehensive structure and working environment to get the very best out of their advising team.

The Role:

This position would involve providing tailored Financial Planning Advice to the firm's clients and converting incoming leads, which are generated through strong ties with a top regional Accountancy practice.

Covering a broad spectrum of advice and you will have full paraplanning and administrative support from an experienced, professional back office team.

This would be a fantastic opportunity for someone who is technically minded and with excellent relationship skills, but who could use the backing of a well-established firm to help generate their own client base and their own space within the Financial Planning Market.

Previous advising experience isn't essential but experience within a Financial Planning firm and The Level 4 Diploma is to ensure that this person can successfully transition into a full advising role in a good time frame.

The Required Skills:


- Level 4 Diploma in Financial Planning and a strong level of technical knowledge.

- Experience or working with a Financial Planning/Wealth Management firm.

- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills


- An ambition to continue studying on towards Level 6 Chartered Status.

- Competent Advisor Status (CAS) would be desirable but not essential

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