Aspiring Financial Planner — Hybrid Role with Study Support

Optimum Path Ltd; United Kingdom; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonus

Employer pension contribute 8%

Death in Service benefit 4x salary

Income Protection

Private Medical Insurance

Full study support

33 days annual leave

Free on-site parking

Free EV charging

Hybrid working

Job summary

Optimum Path Financial Planning Limited is seeking an entry-level Financial Planner support role designed to train you toward a fully qualified Financial Planner. No extensive prior experience required; the role suits someone starting their financial planning career.

You will support our Financial Planners and Paraplanners across the advice process: gathering client data, researching products, building and stress-testing lifetime cashflow models, and contributing to suitability reports, under a

Qualifications

• Confident with Microsoft Office and comfortable learning new software.
• Strong numeracy and the ability to work accurately with figures.
• Excellent written and verbal communication, and the ability to explain information clearly and without jargon.
• Highly organised, methodical and disciplined, with excellent attention to detail.

Responsibilities

• Gather and record client data across the advice process.
• Research and analyse products and plans.
• Help build and stress-test lifetime cashflow models.
• Contribute to the preparation of suitability reports.

Skills

Microsoft Office

Numeracy

Communication skills

Attention to detail

Learning mindset

Financial services experience

Education

GCSE English and Maths (4/C or above)

Job description

Optimum Path Financial Planning Limited is seeking an entry-level Financial Planner support role designed to train you toward a fully qualified Financial Planner. No extensive prior experience required; the role suits someone starting their financial planning career.

You will support our Financial Planners and Paraplanners across the advice process: gathering client data, researching products, building and stress-testing lifetime cashflow models, and contributing to suitability reports, under a