Trainee Financial Planner

Trainee Financial Planner – Worcestershire/West-Midlands – Up to £45,000

A Chartered IFA based in the West-Midlands are looking for a trainee Financial Plannerto 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
• Full support towards CII exams
• Career and personal development pathways
• Wellbeing support services
• Generous social budget and team away days
• Agile and home working policies
• 8% matched pension contribution

What’s needed to be considered?

• Previous experience of working within a Paraplanning or Trainee IFA role.
• Full Diploma CII qualified and working towards Chartered
• Client facing skills and have supported an advisor previously.
• A willingness to learn and develop in the role.

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

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