Financial Planner jobs in United Kingdom

This Trainee Financial Advisor job in Warwickshire provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring.

You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Advisor in your own right, within the business. This is a tried and tested model that has successfully worked twice before.

• Accompany the Financial Adviser to most client meetings.
• Take meeting notes.
• Act as a Paraplanner, undertaking research and producing suitability reports.
• Undertake tasks to assist the Financial Adviser in being effective.
• Liaise with the back office team to coordinate tasks.

• Current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years.
• Hold a full Level 4 Diploma in Financial Planning and ambition to achieve Chartered status.
• Professional approach and positive representation of the brand at all times.

This long established multi-disciplined wealth management and investment management firm is continually looking to evolve and improve its service to clients. It is well respected within its business community.

• Salary of approximately £40,000, rising with progression.
• Pension contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus holidays.
• Flexibility required to accommodate clients' needs with evening appointments etc.
• Travel required to attend client meetings within the local area.

Warwickshire

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