Trainee Financial Adviser

Ortus PSR; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

Join a leading firm as a Trainee Financial Planner. This role is a gateway to developing your career in financial services, offering extensive mentorship, technical training, and opportunities for client engagement. Ideal for those transitioning into financial planning with a diploma qualification.

Benefits

Opportunities for career progression

Collaborative work environment

Access to diverse financial products

Qualifications

• Diploma in Financial Planning or equivalent qualification.
• Experience in administration or paraplanning.
• Strong communication skills desired.

Responsibilities

• Engage with clients to create tailored financial plans.
• Utilise digital tools for client meetings.
• Collaborate with advisers for mentorship.

Skills

Communication

Client-centric approach

Adaptability

Education

Diploma in Financial Planning

Job description

Trainee Financial Planner - Career Transition Opportunity

Are you diploma-qualified and ready to advance your career in financial services? Whether you're transitioning from administration, paraplanning, or another profession, this is your opportunity to become a client-facing financial planner within a supportive and forward-thinking firm.

Salary up to GBP45,000

About the Role

This trainee position is designed for individuals eager to develop technical expertise and client relationship skills. You'll work with clients primarily through online platforms, managing portfolios averaging around GBP200,000 in assets under management. This role serves as a gateway to more complex client engagements as you progress.

What You'll Do

• Engage with clients to understand their financial goals and develop tailored financial plans.
• Utilise digital tools to conduct meetings and maintain client relationships.
• Collaborate with experienced advisers to gain insights and mentorship.
• Participate in ongoing training to enhance your technical knowledge and soft skills.

What We're Looking For

• Diploma in Financial Planning or an equivalent qualification.
• Experience in administration, paraplanning, or a related field.
• Strong communication skills and a client-centric approach.
• Motivation to grow into a fully-fledged financial planner role.

Why Join Us

• Be part of a firm with over 30 years of experience known for personal, unbiased, and expert financial guidance.
• Access to a diverse client base and a wide range of financial products and services.
• Opportunities for career progression and professional development.
• A collaborative environment that values innovation and individual aspirations.

Next Steps

If you're ready to transition into a rewarding career as a financial planner, we invite you to apply. Please submit your CV.