Path to Financial Planner – Hybrid Training & Growth

Financial Divisions; Devon and Torbay; Híbrido; GBP 45.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private Medical Insurance

Income Protection

Life Assurance

Health Cash Plan

Private GP service

Employee Assistance Programme

Employer pension contribution of 6%

Training & development

Descripción de la vacante

Financial Divisions is offering a Financial Administrator role with an immediate pathway to Financial Planner. Full training provided, with mentoring and study support toward Level 4 Diploma and Advanced Diploma. Expect salary up to £50k with a strong bonus, plus hybrid/flexible working and a generous benefits package.

You'll join a Chartered Independent Financial Planning firm, gaining exposure to an established client book and a clear progression into advisory role within 18–24 months.

Formación

• Paraplanner with desire to move into financial advice.
• Trainee Adviser seeking progression.
• Financial Administrator with suitability report writing exposure.
• Working toward Level 4 Diploma with study support provided.

Responsabilidades

• Assist with suitability reporting and financial planning processes.
• Support financial planners with client administration and document preparation.

Conocimientos

Paraplanner

Financial planning

Report writing

Trainee adviser

Educación

Level 4 Diploma in Financial Planning

Advanced Diploma in Financial Planning

Descripción del empleo

Financial Divisions is offering a Financial Administrator role with an immediate pathway to Financial Planner. Full training provided, with mentoring and study support toward Level 4 Diploma and Advanced Diploma. Expect salary up to £50k with a strong bonus, plus hybrid/flexible working and a generous benefits package.

You'll join a Chartered Independent Financial Planning firm, gaining exposure to an established client book and a clear progression into advisory role within 18–24 months.