Trainee Financial Planner - Flexible working

  • Location

    Horsham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3018_1624451330

  • Published:

    about 1 month ago

  • Expiry date:

    2021-07-23

  • Consultant:

    ConsultantDrop

The Financial Planning arm of a highly reputable top 50 Accountancy Practice are currently seeking to recruit a Trainee Financial Planner to join them and help build on their considerable success in the West Sussex area.

New Business levels have increased considerably due to continued quality leads coming via the Partners within the accountancy arm of the business and the existing Senior Planner is seeking an individual to join the team and assist with servicing some existing clients as well as further developing the new leads.

The company specializes in IHT, Investment and Pensions advice so experience of any of these areas would be advantageous. This role could suit an up and coming Financial Planner or an ambitious Paraplanner seeking to make the step up to Adviser within with 6-12 months. Candidates will have experience of dealing with HNW client both face to face and over the phone. You will be attending clients meetings from day one.

This a first class opportunity to work within a well-respected organisation with a historically minimal staff turnover who can offer, flexible working a competitive salary and benefits package along with the opportunity to grow and develop a book of existing high quality clients.