Trainee Financial Planner

Resource Matters Ltd; Corby; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Bonus scheme

Career development

Book of existing clients provided

Job summary

Resource Matters Ltd is seeking a motivated Trainee Financial Planner in the United Kingdom to join our growing team. You will work with a book of existing high-net-worth clients, supported by a full paraplanning and research infrastructure, with comprehensive training to accelerate your career.

You should have a full Diploma in Financial Planning and a demonstrable track record of success in your current role, plus evidence of commitment to previous employers.

Qualifications

• Diploma in financial planning is required.
• Demonstrable proven track record of consistent success in your current role.
• Evidence of commitment to previous employers.

Skills

Proven track record

Commitment to previous employers

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