Trainee Financial Planner

ZipRecruiter; Glasgow; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Trainee Financial Planner to join their dynamic team in Glasgow. This role offers a unique opportunity for both experienced financial advisers and paraplanners looking to step into a client-facing position. With comprehensive training and support provided, you will focus on delivering tailored financial advice while enjoying a hybrid working pattern. The firm emphasizes client needs, ensuring a steady flow of pre-qualified leads, and offers a competitive remuneration structure along with a comprehensive benefits package. If you are passionate about helping clients achieve their financial goals and are ready to take the next step in your career, this is the perfect opportunity for you.

Benefits

Comprehensive training

Continuous flow of pre-qualified leads

Competitive remuneration structure

Uncapped bonus

Study support for Chartered status

Comprehensive benefits package

Qualifications

• Experience in a financial planning setting is essential.
• Diploma qualified Paraplanner or Adviser transitioning to wealth management.

Responsibilities

• Hold client appointments to understand their financial goals.
• Collaborate with colleagues to create bespoke financial plans.
• Conduct regular financial reviews with existing clients.

Skills

Excellent communication skills

Relationship-building skills

Attention to detail

Empathy

Education

Diploma in Regulated Financial Planning

Job description

Job Description

Trainee Financial Planner

Glasgow City Centre

These roles offer the opportunity to work within a dynamic team, focusing on client needs, providing financial advice covering retirement planning, investments and protection.

They will suit experienced Advisers who seek extra help with clients and a supportive team environment with less travel, or Paraplanners/Bancassurance Advisers seeking their first client facing role in an independent firm.

Provided you hold experience in a financial planning setting and the Diploma in Regulated Financial Planning, all other training and support will be provided, as such these really are exceptionally rare opportunities.

The offering:

• Comprehensive training in the provision of financial advice.
• All clients provided, with a continuous flow of pre-qualified new business leads.
• Competitive remuneration structure and uncapped bonus payable from first piece of business written.
• Hybrid working pattern.
• Study support to attain Chartered status and continued professional development.
• Full support to get you signed off with CAS.
• Comprehensive benefits package.

Role responsibilities:

• Holding client appointments, building trust and rapport, gaining a thorough understanding of clients’ needs and financial goals along with their attitude to risk.
• Collaborating with your colleagues and support teams, creating bespoke financial plans and delivering these to clients in a jargon free, easy to understand manner, answering all questions along the way.
• Conducting regular financial reviews with existing clients, amending financial plans according to changing circumstances and goals.
• Demonstrating excellent listening skills, empathy, communication and interpersonal skills.
• Offering a keen eye for detail and accuracy, continually meeting the needs of internal and external regulation and compliance.
• Keeping up to date with your CPD.
• Providing support to your team members and the admin team alike.

Ideal candidate:

• Diploma qualified Paraplanner or Bancassurance/Mortgage Adviser aiming to transition to wealth management, or an experienced Financial Planner seeking a role with less travel and more support with clients.
• Experience in a financial services environment, whether in a client-facing, paraplanning, mortgage, or administrative role, with Level 4 Diploma in Regulated Financial Planning.
• Excellent communication and relationship-building skills.
• Polite and professional manner.

Should you be interested to find out more, please do not hesitate to get in touch, we would love to hear from you!

Apply now by submitting your CV or for a confidential conversation about the role contact Jenny Brophy at Tempest Jones on [e-mail].