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Paraplanner/Trainee Financial Adviser

Recruit UK
Closing date
17 Oct 2021

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Job Title: Paraplanner/Trainee Financial Adviser

Industry: Financial Planning

Location: Leicester

Salary: £35,000-£45,000

Job Reference: 15619

Job Description:

Are you a paraplanner, looking to transition into a financial adviser role?

Recruit UK are working on an excellent opportunity for a financial adviser to join a firm based in the heart of Leicester during a period of growth.

The firms supports both businesses and individuals, helping people meet their financial goals. They pride themselves on providing a high quality, personal service, building long term relationships with clients.

The role will start with learning the paraplanning fundamentals of the firm, but then will gradually transition into being client-facing.

  • Salary between £30,000-£40,000 (dependent on skills and experience)
  • Employee pension contribution
  • Death in service
  • Mentorship from senior members of staff
  • Opportunity to transition from a paraplanner into a financial adviser role
  • Opportunity to join a growing team where you can have significant influence

Skills and experience required:
  • Previous experience working as a paraplanner
  • Holds the Level 4 Diploma in Financial Planning
  • Strong pension knowledge
  • Motivated and organised
  • Team player
  • Exceptional customer service skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management practice based in Leicester on a paraplanner/trainee adviser role.
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