TRAINEE FINANCIAL PLANNER

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 who provide bespoke advice to their extensive client base. As a result of a retiring advisor, they now have an excellent opportunity for an aspiring Financial Planner to join their growing organisation.

Working from their office based in Peterborough, you will be working closely with 2 experienced advisors who will provide ongoing support and training. You will be responsible for servicing a client bank of high-net-worth individuals by providing holistic advice as well as developing long-term client relationships and new private client business opportunities through networking and referrals. This includes developing financial plans for prospective or existing clients and providing them with the appropriate advice, financial products, and investments, developing plans, and pursuing leads.

Responsibilities

1. The primary responsibility will be 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 further developing the existing client bank, gaining referrals where possible and strengthening client relationships.
3. Increase income for the business by converting new leads and business opportunities.
4. Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking.
5. Consistently comply with legislative, financial, procedural and quality requirements.
6. Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets.

Requirements

1. Proven experience in a client-facing Wealth Management or Financial Planning role.
2. Diploma qualified to Level 4 and ideally working towards Chartered status.
3. Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena.
4. Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards.
5. Strong communication and presentation skills with the ability to plan and prioritise workloads.
6. Attention to detail.
7. A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena.
8. Strong product, market, and technical knowledge. IT literate (Excel, Word, PowerPoint, etc.).

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