Junior Financial Planner - Mentored with Revenue Share

mbf; Warrington; Sur place; GBP 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Revenue share from client bank

Mentorship from Director

Career progression to FinancialPlanner

Résumé du poste

MBF is working with an established independent financial planning firm to recruit a Junior Financial Planner near Warrington. This opportunity includes an existing client bank, close mentorship from an experienced Director and a clear pathway to becoming a confident, self-sufficient Financial Planner within 12-18 months.

You will be introduced to approximately 30 existing clients from day one and another 10-20 clients are expected to transfer from the Director's bank over the following 12

Qualifications

• You must hold the Level 4 Diploma in Regulated Financial Planning or equivalent.
• You should enjoy meeting people and building relationships.
• Experience in financial planning is desirable.

Responsabilités

• Preparing for client meetings and undertaking investment research.
• Sitting in on and contributing to meetings with new and existing clients.
• Understanding clients' circumstances, priorities and long-term objectives.
• Developing your ability to explain advice clearly and lead meaningful planning conversations.
• Taking increasing responsibility as your knowledge and confidence grow.

Connaissances

Client relationship building

Communication skills

Meeting facilitation

Investment research

Explaining advice clearly

Formation

Level 4 Diploma in Regulated Financial Planning

Description du poste

MBF is working with an established independent financial planning firm to recruit a Junior Financial Planner near Warrington. This opportunity includes an existing client bank, close mentorship from an experienced Director and a clear pathway to becoming a confident, self-sufficient Financial Planner within 12-18 months.

You will be introduced to approximately 30 existing clients from day one and another 10-20 clients are expected to transfer from the Director's bank over the following 12