Trainee Financial Planner - £25k-£35k

£25,000 - £35,000 yearly
  • Recruit UK
  • Poole, UK
  • 19/08/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

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Job Title: Trainee Financial Planner

Industry: Financial Services

Location: Poole

Salary: £25,000 – £35,000

Reference Number: 15527

Job Description:

Recruit UK is working on an excellent opportunity for a Trainee Financial Planner in Poole to join a Chartered Financial Planning firm.

This client is looking for an experienced financial planning professional from a paraplanner or trainee adviser position with the Level 4 Diploma that is seeking progression. They’re interested in speaking to individuals that have a strong work ethic, a passion for service, and relationship-building skills that want to take the next steps in servicing clients.

This opportunity will see you working with an existing client base whilst working towards obtaining CAS and Chartered Status. You will work alongside some of the areas leading planners to continue business development and to take over and manage an ongoing client base.


What’s in it for you:

  • Starting salary from £25,000 – £35,000 (negotiable, d.o.e)
  • Clients to service
  • Bonus scheme
  • Flexibility with hours, the opportunity to WFH
  • Training and development to become Chartered Financial Planner
  • 25 days holiday + bank holiday
  • Pension and death-in-service benefits.

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Working toward Chartered (advantageous)
  • Experience within financial planning as trainee adviser, associate or paraplanner
  • Confident with client management and building relationships