Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided

ZipRecruiter; Cambridge; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is seeking a Trainee Financial Planner to join their dynamic team in Cambridge. This role offers the opportunity to work closely with clients, providing tailored financial advice and maintaining high service standards. Ideal candidates will possess a Level 4 Diploma in Financial Advice and demonstrate exceptional sales and communication skills. You will be part of a supportive environment that encourages professional growth and development. If you are driven, motivated, and eager to excel in the financial planning sector, this is the perfect opportunity for you.

Qualifications

• Minimum Level 4 Diploma in Financial Advice required.
• Exceptional communication and negotiation skills are essential.

Responsibilities

• Meet with clients and provide high-level service.
• Generate a pipeline to meet business targets.
• Ensure compliance with FCA rules and regulations.

Skills

Sales Skills

Presentation Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Negotiation Skills

Financial Planning Knowledge

Education

Level 4 Diploma in Financial Advice

Job description

Job Description

Role: Trainee Financial Planner

Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided

Key Responsibilities

• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.

About You

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.