Trainee Financial Planner - CB3 Associates Ltd : Job Details

The Company: With expansion plans firmly on the go, this regionally established and highly regarded IFA firm based in Central Huddersfield are looking to attract a Paraplanner who is keen on stepping into a client facing role/remit as a Trainee Financial Planner. It’s an excellent opportunity for a QCF Level 4 Diploma qualified head who is looking for that clear, structured pathway into advice.

• Office Location: Central Huddersfield
• Working Setup: Flexible - Office/WFH split

Salary/Package: £35-38k base DOE + bonus and full company benefits

• Benefits: Auto-enrolled pension, DIS, health-shield cover & full study support towards Chartered
• Holidays: 25-days holiday + stats

The Role:Reporting into the Financial Planning Director this role sits within their private wealth focused advisory team alongside a Chartered Financial Planner in a shadowed Trainee Planner capacity. Duties will include:

• To learn all aspects of the firm’s financial planning and advice proposition.
• To assist in the efficient delivery of Financial Planning solutions and advice to clients in accordance with internal and regulatory standards by effective communication, workflow management and database records.
• To maintain the firms 'Client Relationship Management' system to manage service tasks, track client work and ensure internal records keeping and management information is updated.
• To maintain and develop professional working relationships with clients.
• To develop and apply technical knowledge gained from studies and on the job experience.
• Build and maintain strong client relationships, driving engagement and positive client outcomes.

The Person: You will have around 3+ years’ experience working within the Financial Services sector, ideally within an IFA firm working within paraplanner and technical support. Looking for a step into client-facing work in an environment where you will be supported through CAS? This could very well be that developmental career move you are looking for:

• Required: QCF Level 4 Diploma in Financial Planning
• Required: 3+ years paraplanning experience
• Required: Strong knowledge of Pensions, Investments and Retirement Planning
• Desirable: Prior experience of sitting in on client meetings/fact-finds and advice compilation

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk