Trainee Financial Planner

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £38000 - £50000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    22 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Senior Paraplanner / Trainee Financial Planner - Wigan - Salary negotiable plus Bonus and Benefits

MBF are currently working with a leading North-West based firm of Chartered Financial Planners who are looking to recruit a Senior Paraplanner to work alongside the CEO.

The role:
  • The idea is that over the course of 18-24 months you will be shadowing the CEO, helping them to service their significant client book and being introduced as their future point of contact for when the CEO retires.
  • You will start client work within the first 6 months, once you are settled into the company's way of working
  • During this training period you will also be assisting the Advisor by producing financial plan's/ reports for their clients
  • Preparing cashflow reports where applicable
  • Act as main point of contact and deal effectively with queries from clients and other parties
  • You must be Diploma qualified as a minimum, ideally Chartered or willing to work towards this
  • Candidates must have excellent Technical ability
  • You must also have first class communication skills, with the ability to communicate your technical knowledge clearly and effectively
  • The successful candidate will ideally move into a full financial planner role within 2 years, so it is important that the applicants show this ambition.
  • You should have a minimum of 3 years' Paraplanning experience

On offer:

  • Exceptional opportunity to progress within a growing company, offering a significant client book for you to manage
  • Competitive salary of £40-50K plus Benefits
  • Salary review once you progress into full Advisor role
  • Exam support