Trainee Financial Planner - Heat Recruitment : Job Details

Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £40,000

Benefits:

• Pension contributions matched at 4% (increases to 6% after successful probation)
• PMI, PHI, and Death in Service schemes after probation
• Onsite parking and gym facilities
• 21 days holiday per annum (increases annually up to 25 days) plus bank holidays

Role Overview:As a trainee financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones.

General Duties:

• Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork.
• Collaborate with CF30 qualified advisers to gather data and create strategic planning documents.
• Assist in report research and documentation, ensuring compliance with regulatory standards.
• Conduct research for product recommendations and obtain compliance approval when necessary.
• Write reports and recommendations for clients, adhering to sales processes and regulatory requirements.

Other Duties Specific to Personal Development:

• Develop skills to eventually manage your own client portfolio within 18 to 24 months.
• Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years.

What next?If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer, Junior Financial Planner, Assistant Financial Planner, Financial Advisor, Financial Adviser, Independent Financial Adviser, Independent Financial Advice, wealth management, Junior IFA, Wealth Consultant, Financial Consultant, Paraplanner