TRAINEE FINANCIAL PLANNER - £38,000 - £40,000
STOCKPORT
We are recruiting for a
Trainee Financial Planner
to join a very well-established wealth management company based in Stockport. You will be based in lovely offices and be part of an inclusive and supportive team. We want someone who is passionate about financial planning and keen to pursue a career within
Financial Planning/Wealth Management . The role of
Trainee Financial Planner
is a great opportunity to move your career along within a well-respected and well-established wealth management company. You will work in a very friendly team where you will be involved in every area of the business – you will be dealing with real people, not just numbers! The duties:
For the first 12 months your duties will be within a supportive role but with an extensive amount of client contact. Responsible for all preparations for planning meetings – updating cashflow forecasts, summarising action required, etc. Attendance of a structured training programme to enable you to become a knowledgeable financial planner. Writing suitability reports. Attending planning meetings to take notes, learn and digest contents of meetings and take sections of the meetings when appropriate. Work closely with the team of Financial Planners/Advisors. Sit on the Investment Committee. Conducting extensive research as required for clients. Ad hoc duties as required. The person:
Completed Diploma in Regulated Financial Planning. Passed at least one “AF” exam. Keen and motivated. Passionate about Financial Services and Wealth Management. Experience of working with capital gains tax, investment bond encashments, tapered annual allowance, etc. Willingness to learn and develop. Company benefits:
25 days holidays per annum (3 for Christmas shutdown). Birthday off each year. Annual bonus based on company profitability. Company Pension. Life Insurance and Income protection. Job Types:
Full-time, Permanent Pay:
£38,000.00-£40,000.00 per year Additional pay:
Performance bonus Yearly bonus Benefits:
Bereavement leave Canteen Casual dress Company events Company pension Discounted or free food Enhanced maternity leave Enhanced paternity leave Financial planning services Free parking Language training provided Life insurance On-site parking Sick pay Flexible language requirement:
English not required Schedule:
8 hour shift Day shift Monday to Friday No weekends Experience:
Paraplanning: 1 year (preferred) Work Location:
In person
#J-18808-Ljbffr
Trainee Financial Planner
to join a very well-established wealth management company based in Stockport. You will be based in lovely offices and be part of an inclusive and supportive team. We want someone who is passionate about financial planning and keen to pursue a career within
Financial Planning/Wealth Management . The role of
Trainee Financial Planner
is a great opportunity to move your career along within a well-respected and well-established wealth management company. You will work in a very friendly team where you will be involved in every area of the business – you will be dealing with real people, not just numbers! The duties:
For the first 12 months your duties will be within a supportive role but with an extensive amount of client contact. Responsible for all preparations for planning meetings – updating cashflow forecasts, summarising action required, etc. Attendance of a structured training programme to enable you to become a knowledgeable financial planner. Writing suitability reports. Attending planning meetings to take notes, learn and digest contents of meetings and take sections of the meetings when appropriate. Work closely with the team of Financial Planners/Advisors. Sit on the Investment Committee. Conducting extensive research as required for clients. Ad hoc duties as required. The person:
Completed Diploma in Regulated Financial Planning. Passed at least one “AF” exam. Keen and motivated. Passionate about Financial Services and Wealth Management. Experience of working with capital gains tax, investment bond encashments, tapered annual allowance, etc. Willingness to learn and develop. Company benefits:
25 days holidays per annum (3 for Christmas shutdown). Birthday off each year. Annual bonus based on company profitability. Company Pension. Life Insurance and Income protection. Job Types:
Full-time, Permanent Pay:
£38,000.00-£40,000.00 per year Additional pay:
Performance bonus Yearly bonus Benefits:
Bereavement leave Canteen Casual dress Company events Company pension Discounted or free food Enhanced maternity leave Enhanced paternity leave Financial planning services Free parking Language training provided Life insurance On-site parking Sick pay Flexible language requirement:
English not required Schedule:
8 hour shift Day shift Monday to Friday No weekends Experience:
Paraplanning: 1 year (preferred) Work Location:
In person
#J-18808-Ljbffr
