Trainee Financial Planner

ZipRecruiter; Ipswich; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

An innovative firm in the financial sector is seeking aspiring financial planners who are eager to grow and develop their careers. With a clear pathway from administrator or paraplanner to financial planner, this role offers comprehensive support for qualifications and personal development. The company prides itself on a modern culture, fostering collaboration and learning in a vibrant environment. Employees enjoy a robust benefits package, including private medical insurance, share options, and hybrid working arrangements post-probation. If you're passionate about financial planning and ready to take the next step, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Share Options Scheme

Pension

25 Days Holiday Plus Bank Holidays

Employee Volunteering Opportunities

Flexible Study Leave

Qualifications

• At least two years of experience in a financial planning firm.
• Ambition to achieve Chartered status.

Responsibilities

• Support senior planner while developing into a financial planner.
• Manage clients with portfolios ranging from £250,000 to £1 million.

Skills

Financial Planning

Client Management

Team Collaboration

Education

Relevant Financial Qualifications

Job description

Job Description

Overview: You aspire to become a financial planner but recognize the need for further preparation. You seek a clear career development plan with a supportive employer who can guide your progression from an administrator or paraplanner to a financial planner within approximately two years. This company has successfully developed professionals in this role before and offers a structured pathway to achieve your goals.

Initial Role: Starting as an administrator or paraplanner, you will work closely with a senior planner who will help unlock your potential while supporting their daily activities. Over time, you will develop into a planner, gradually taking on client responsibilities, including managing clients with portfolios typically ranging from £250,000 to £1 million.

Compensation and Benefits: The salary is up to £45,000, with potential increases as your career progresses, complemented by a company bonus scheme. The benefits package includes private medical insurance, share options scheme, pension and DIS, 25 days holiday plus bank holidays, employee volunteering opportunities, comprehensive support for qualifications and personal development with flexible study leave, and hybrid working arrangements post-probation.

Company Culture: The firm is modern and vibrant, with a younger leadership team that values energy and ambition. It fosters a collaborative environment where learning from others is encouraged, and being in the office is preferred for those who thrive on social interaction.

Requirements: Candidates should have at least two years of experience in a financial planning firm, likely as an administrator or paraplanner, with some exams completed and an ambition to achieve Chartered status. The role suits energetic team players who value collaboration and enjoy learning through interaction.

Application: If you're seeking more than vague promises, click apply. No up-to-date CV? No problem; they can assist later. Everyone will receive a response.