Trainee Financial Planner

  • Location

    Beaconsfield

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £45000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3050_1626788324

  • Published:

    12 days ago

  • Expiry date:

    2021-08-19

  • Consultant:

    Michael Groves

We are currently working with a long established and highly profitable IFA currently in the market for a high quality Paraplanner/Trainee Adviser to be based out of their Beaconsfield offices (although there is scope for some flexible working). With £75M of client funds under management, they are also in partnership with a local accountancy practice that provides regular quality leads. The MD currently works with 150 and he's looking to bring somebody in who can work closely alongside him, initially in a paraplanning capacity who he can take along to client meetings in order to develop an initial relationship with a view to passing clients over in the future. The MD will be looking to hand over his book of clients over the course of the next 2/3 years' time so this is a first class opportunity for a high quality Paraplanner seeking to make the step up into a client facing role with an established book of clients provided. The role will involve pre and post meeting preparation and follow up, suitability letters for holistic financial planning reports and products research etc. Amy client can provide a highly competitive salary, bonus and a comprehensive benefits package.