Trainee Financial Planner — Client Bank & Hybrid Work

Financial Divisions; Devon and Torbay; Híbrido; GBP 30 000 - 50 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Private Medical Insurance

Private GP service

Health Cash Plan

Income Protection

Life Assurance (4x salary)

Employee Assistance Programme

Pension (6% employer / 3% employee)

Resumo da oferta

Financial Divisions in Plymouth seeks a Trainee Financial Planner to join a growing independent firm with a strong national presence and superb adviser support. You will receive full training, mentoring and a dedicated administrator to help you develop into a successful Adviser, with a client bank provided from day one.

The role offers a clear pathway to Chartered status and ongoing study support, plus a flexible, hybrid working environment and a supportive culture focused on wellbeing and

Qualificações

• Paraplanner with client-facing exposure seeking transition to adviser.
• Strong technical knowledge in pensions, investments, protection, estate planning, and wealth planning.
• Excellent communication and relationship-building skills.

Conhecimentos

Financial planning knowledge

Relationship building

Communication skills

Descrição da oferta de emprego

Financial Divisions in Plymouth seeks a Trainee Financial Planner to join a growing independent firm with a strong national presence and superb adviser support. You will receive full training, mentoring and a dedicated administrator to help you develop into a successful Adviser, with a client bank provided from day one.

The role offers a clear pathway to Chartered status and ongoing study support, plus a flexible, hybrid working environment and a supportive culture focused on wellbeing and