Trainee Financial Planner

  • Location

    Leicestershire, England

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £40000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:


Trainee Financial Planner - Leicestershire, flexible working - Salary around £35,000 plus bonus and benefits, negotiable depending on experience.

MB Fitzgerald Recruitment are currently working with a highly profitable and respected, Leicestershire based Financial Planning business who are looking to recruit a Trainee Financial Planner to their team.

The company's existing Advisers are all currently at capacity and will soon have to start turning away new enquiries. Due to their history of successfully training their existing Financial Planners, they are keen to continue this. The plan would be for the successful candidate to learn about the company, their clients and how they work with them whilst performing Paraplanner duties. You'll then spend time shadowing the Managing Director, sitting in on client meetings and slowly working with your own clients. Within 24 months you will be in a full Financial Planner role, managing your own book of HNW Clients.

The MD has around 30 clients with £25M AUM that he wishes to eventually pass to the successful candidate, so this is truly an exceptional opportunity. You'll also benefit from working closely with the company's professional connections in the legal sector and the opportunity to develop this client base further.

We are looking for a candidate with experience in a Paraplanner or Trainee Financial Planner capacity. You must be Diploma Qualified and willing to work towards Chartered. Candidates should be personable with exceptional communication skills, both written and verbal. The company believe in delivering a first class service and always putting the client's needs first and so we are looking for a candidate who shares these values.

Salary on this role is negotiable depending on experience and qualifications.