Trainee Financial Planner

  • Location

    City of London

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £55000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH3864_1659356492

  • Published:

    19 days ago

  • Expiry date:

    2022-08-31

  • Consultant:

    Benjamin Holmes

Our client is currently seeking to recruit for a Chartered or close to, Paraplanner, to join their team within a Trainee Financial Planner capacity. This role will be London based with hybrid working offered.
This role is essentially working alongside a Senior Financial Planner, managing client relationships, attending client meetings and shadowing the Planner, with the plan to move into a Financial Planner role in around two years - there is no report writing involved with this role.
Your role will be to join the business to work alongside one of the Senior Financial Planners to assist in servicing an existing client bank. Clients of this team generally have between £1M-30M of investable assets. Within your role you will be managing relationship with clients, attending client meetings and assisting with the advice process. There is no paraplanning/report writing involved with this role.
Candidates should want to progress into a Financial Planner role as you will be offered this route of progression in around two years. At this point, you will also be given a client bank to manage.
Candidates should have 5+ years experience in the market as a minimum.
Diploma is essential and advanced exams towards Chartered status would be considered advantageous. This role would suit an experienced Paraplanner who is now seeking to step up into a Financial Planner role with a leading firm.
Package will be to £55,000 (potentially higher for the right person) + Bonus & Excellent Benefits Package.