Trainee Financial Planner - Genuine progression opportunity

MB Fitzgerald
16 May 2018
15 Jun 2018
Contract Type
Full Time

MB Fitzgerald are currently working with a leading firm of Financial Planners in Sale who are looking to recruit a Trainee Financial Planner to join their team.

The role is very much a client focused role, with the idea being to train the person from day one on the client facing aspects of the role whilst also ensuring that their technical ability meets their high standards. Although they are extremely profitable, the business is not particularly sales orientated and always puts the client first.

The company find all of their new clients are through referrals and their client bank is made up of various HNW clients, many of whom have been with the business for many, many years. They provide Pension, Investment (Onshore, Offshore and Bespoke) and protection advice.

We are looking for somebody who is personable and ambitious, but not a salesman. You will be in a Paraplanner or Junior Consultant position already and will ideally be Diploma Qualified as a minimum, although candidates within 1 or 2 exams may be considered. The business are ideally looking to get somebody signed off as an Adviser within 12 months.

There will be clients available from the start and plenty of leads passed over to ensure that hitting business targets is achievable.

Starting salary is negotiable depending on experience and qualifications. This is a genuine opportunity to progress as a Financial Planner. Candidates should also be willing to achieve Chartered status if not already at that level.

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