Trainee Financial Planner - Taylor James Professional Recruitment : Job Details

A first class position has arisen for a Trainee Financial Planner to join our prestigious client based south Manchester.

Our client are targeting Paraplanners that want to make the transition into Advising. No advisory experience is required as full training is provided.

You will benefit from an inherited client back which is increased through extensive referrals.

As a Financial Planner, you will be supported by both experienced Administrators and Paraplanners.

The Person:

• 2 years’ Paraplanning experience (essential)
• Diploma Level 4 (essential)
• Client meeting exposure (desirable)
• The ability to generate new business
• Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
• Confidence and ability with sales and presentational skills

In return this opportunity offers a very competitive basic salary, excellent uncapped earning potential along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn