Trainee Financial Planner - Bracknell - up to £30k

£28,000 - £30,000 yearly
  • Recruit UK
  • Bracknell, United Kingdom
  • 04/12/2017
Full time Trainee / Apprentice Financial Planner

Job Description

Are you a mortgage adviser who is interested in a career as a financial planner?

Do you hold or are close to obtaining the Financial Planning Diploma?

Recruit UK are currently representing one of the UK’s leading National Financial Services Firms who are actively looking to grow their desk-based financial advice team in Bracknell. They are looking for competent financial services professionals who are looking to build a career as a financial adviser.

Mortgage advice experience gives you the perfect fundamental skill set to become a successful financial adviser, as much of the process, from the fact-find to delivery of the product is similar.

What’s on offer:

  • Salary up to £30k
  • £5k increase once CAS status is achieved
  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process
  • All clients provided (initial book of 200)

Ideal candidate:

  • Hardworking and motived
  • Level 4 Diploma in Financial Planning (or close to obtaining)
  • Excellent client skills
  • Ability to communicate effectively over the phone
  • Desire to become a Financial Planner

This role will see you giving financial advice within 3 months, and looking to obtain CAS in 6-12 months. Following a successful tenure within the Desk Based team, there will be internal promotion opportunities to a client facing role. They will also facilitate further studies to enable you to get up to chartered status which will broaden the scope of advice you can give.

If you are interested to find out more, then please submit your details and our senior consultant Thomas Barton-Howarth will contact you to discuss the role in further detail. Quote reference 11531