Trainee Financial Planner - Heat Recruitment : Job Details

Trainee Financial Planner - Worcester/Meriden- up to £38,000

A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.

Benefits

• Generous salary/bonus and profit share scheme
• Group scheme benefits - pension scheme, death in service & income protection plan
• Career and personal development pathways
• Wellbeing support services
• Generous social budget and team away days
• Agile and home working policies

What’s needed to be considered?

In order to be considered for this unique trainee financial planner opportunity, candidates need to have -

• Previous experience of working within a financial planning firm.
• Ideally working towards or have completed the Level 4 Diploma CII.
• Client facing skills and have supported an advisor previously.
• A willingness to learn and develop in the role.

What next?

Apply today to be considered for this trainee financial planner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Trainee IFA, Trainee Financial adviser, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice