Trainee Financial Planner

  • Location

    Swindon, Wiltshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £36000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2569_1598959334

  • Published:

    26 days ago

  • Expiry date:

    2020-10-01

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are working with a fully independent boutique Financial Planning practice in Swindon to recruit a Trainee Financial Adviser.

The client is a successful business that provide holistic independent advice to private clients in Swindon and across the South West. They are now looking to recruit a Trainee/Junior Financial Adviser to join their friendly team, the role will be working closely with the firm's Managing Director and engaging with clients. You will shadow the MD who will provide you with ongoing training, you will also be required to take on some of the MD's clients freeing his time up to focus on bringing new clients in.

The client is looking for someone who is ideally working in a similar position or an individual who is looking to take the next step of their career into a client facing/IFA role. To be considered you need to be Diploma qualified or at least working towards (within two exams).