Trainee Financial Planner

Resource Matters Ltd; Alwalton; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Training

Career development

Bonuses

Job summary

Resource Matters Ltd in the United Kingdom is recruiting a Trainee Financial Planner. The role offers a basic salary up to £50k plus package and bonuses, with a book of existing clients provided.

We welcome Mortgage Advisors, Paraplanners or Trainee Wealth Planners looking to progress, with full training, support, and a clear career development path.

To apply you must have the legal right to work in the UK, a proven track record, and the Diploma in Financial Planning.

Qualifications

• Legal right to work in the UK.
• Demonstrable proven track record of consistent success within your current role.
• Full Diploma in financial planning.

Education

Diploma in financial planning

Job description

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads

Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth.

Due to substantial growth the firm are looking to recruit a TraineeFinancial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training!

The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development.

To apply for the TraineeFinancial Planner role, you must have:

• the legal right to work in the UK
• a demonstrable proven track record of consistent success within your current role
• full Diploma in financial planning
• Evidence of commitment to previous employers