Trainee Financial Planner

  • Location

    London, England

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000.00 - £60000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

    cdanaher@mbfitzgerald.co.uk

  • Job ref:

    BBBH464_1557751209

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

  • Startdate:

    ASAP

An exceptional and unique opportunity has arisen within a highly regarded Wealth Planners based in Mayfair who is seeking to a Trainee Financial Planner. With a high quality hand-picked client book in the region of £40-60, this role has become available for a Paraplanner who is currently undertaking low level advisory duties, or who is now looking to take the next step in their career.

You would not walk in and be advising these clients straight away; you would begin by shadowing a Senior Planner, getting to know the company ethos, attending meetings and getting to know the clients. In time this would progress to being a main point of contact for the clients and evolve to you heading up client meetings……………..the next step would be to become the sole Financial Planner for entire book, a process which would take two years appx.

This is not a sales focused role, my client's ethos was ethos was based along the lines of putting the client first and providing excellent service which would in turn bring its own success - client service is paramount.

With regards to experience, DipPFS is obviously a minimum require bit candidates who have made progress towards Chartered status will be at an advantage.

Again, this is a truly first class opportunity to work for a growing firm with a very strong brand and reputation. A professional working environment but with a positive team environment and good social element. Salary not an issue for the right individual.