Trainee Financial Planner

Have you considered becoming a Financial Adviser? Are you finding it difficult to break into this highly-competitive industry?

Do you have some prior experience within the industry, as a Paraplanner or Administrator but are feeling stagnant in your current role?

If you answered yes to the above questions, then we should be having a conversation about this incredible opportunity!

My client are a Financial Times Top 100 Advisers firm with a dynamic team and a modern attitude to providing Financial Advice. They are looking to hire the next cohort of Trainee Financial Advisers to join their business and have had huge success in hiring experienced industry professionals in the past with a demonstrable commercial mindset and entrepeneurial flair.

The role is a 18-24 month program which will entail the following:

• Full support to attaining your CII Diploma in Financial Advice
• Administrative and Paraplanning support for existing team members to help you understand the end-to-end Advice process
• Training on softer skills required to be a good Financial Adviser; such as, how to conduct a client meeting, how to approach business development etc
• Development of your own client book to allow you to get your feet off the ground

This is a fantastic opportunity to kickstart your career within the Financial Advice industry with a young, dynamic business that want to nurture your growth!