Trainee Financial Planner

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

• Location: Stourport-On-Severn, West Midlands




• Type: Permanent




• Job #91243




• Salary: £35,000 – £45,000 Per Annum

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




• 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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