Trainee Financial Planner

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

Benefits offered by this job

Training

Career development

Uncapped bonuses

Job summary

Resource Matters Ltd in the United Kingdom is seeking a Trainee Financial Planner to join our growing team. You will manage a book of existing clients and work with support for paraplanning, research, and client servicing.

This role offers a clear career path with extensive training, a strong basic salary up to £50k plus package and bonuses, and the chance to progress towards wealth planning qualifications.

Qualifications

• Legal right to work in the UK
• Proven track record of consistent success in current role
• Full Diploma in Financial Planning
• Evidence of commitment to previous employers

Education

Full 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