Trainee Financial Planner — Hybrid & Funded Qualifications

Capio Recruitment Financial Planning; Greater London; Hybrid; GBP 33,000 - 36,000; Full time

Benefits offered by this job

Funded professional qualifications

Pension

Private medical insurance

Life assurance

Income protection

Job summary

Capio Recruitment Financial Planning in London is recruiting a Trainee Financial Planner on an established development path designed to progress you toward adviser status. You will start by supporting client service and building your technical knowledge through practical experience and structured training.

The package includes a starting salary from £33,000 (£36,000 if Level 4 Qualified), a discretionary bonus of up to 12%, funded professional qualifications, pension and private medical

Qualifications

• Motivation to become a Financial Planner.
• Resilience and ability to respond to setbacks.
• Strong work ethic and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Support Financial Planners with meeting preparation and follow-up work.
• Learn pensions, investments and tax wrappers.
• Develop client-facing capability through practical experience.
• Attend the in-house academy and structured training.
• Progress towards adviser status and Chartered status.

Education

CII Diploma in Regulated Financial Planning

Job description

Capio Recruitment Financial Planning in London is recruiting a Trainee Financial Planner on an established development path designed to progress you toward adviser status. You will start by supporting client service and building your technical knowledge through practical experience and structured training.

The package includes a starting salary from £33,000 (£36,000 if Level 4 Qualified), a discretionary bonus of up to 12%, funded professional qualifications, pension and private medical