TRAINEE FINANCIAL PLANNER

ZipRecruiter; Peterborough; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated Financial Planner to join their dynamic team in Peterborough. This hybrid role offers the chance to work closely with experienced Advisors while servicing a diverse client bank of high-net-worth individuals. Your responsibilities will include providing holistic financial advice, developing long-term relationships, and generating new business through networking. With a focus on compliance and quality standards, this role is perfect for someone passionate about making a positive impact in wealth management. Join a supportive environment where your expertise will flourish and contribute to the firm's success.

Qualifications

• Proven experience in a client-facing Wealth Management or Financial Planning role.
• Diploma qualified to Level 4, preferably working towards Chartered status.

Responsibilities

• Ensure clients receive the highest level of financial advice and ongoing service.
• Expand the existing client bank and gain referrals.

Skills

Client Relationship Management

Financial Planning

Wealth Management

Communication Skills

Attention to Detail

Education

Diploma Level 4

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job Description

CLIENT BANK AVAILABLE

SALARY UP TO £50,000

MUST BE DIPLOMA QUALIFIED

PETERBOROUGH (Hybrid working model)

NJR is currently working with a very well-established boutique Wealth Management practice that provides bespoke advice to their extensive Client base. Due to a retiring Advisor, they now offer an excellent opportunity for an aspiring Financial Planner to join their growing organization.

Working from their office in Peterborough, you will collaborate closely with 2 experienced Advisors who will provide ongoing support and training. Your responsibilities will include servicing a client bank of high-net-worth individuals, providing holistic advice, developing long-term client relationships, and generating new private client business through networking and referrals. You will also develop financial plans for prospective or existing clients, recommend appropriate financial products and investments, and pursue leads.

Responsibilities

1. The primary responsibility is to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
2. Contribute to the success of the business by expanding the existing client bank, gaining referrals, and strengthening client relationships.
3. Increase business income by converting new leads and opportunities.
4. Maintain a high profile within the local business and professional sectors through targeted networking.
5. Ensure compliance with legislative, financial, procedural, and quality standards.
6. Foster a proactive and positive working environment, supporting team goals and targets.

Requirements

1. Proven experience in a client-facing Wealth Management or Financial Planning role.
2. Diploma qualified to Level 4, with a preference for those working towards Chartered status.
3. Ability to develop and maintain successful business relationships within the wealth management and financial planning sectors.
4. Ability to operate within a compliant framework adhering to corporate and regulatory standards.
5. Strong communication and presentation skills, with effective workload planning and prioritization.
6. Attention to detail.
7. High initiative and enthusiasm, with the ability to identify opportunities in wealth management and financial planning.
8. Strong product, market, and technical knowledge. IT literacy (Excel, Word, PowerPoint, etc.).

For more information, please contact one of our specialist consultants quoting REF: NJR15711.