Job Openings Trainee / Associate Financial Planner

About the job Trainee / Associate Financial Planner

My client is a growing financial adviser that wants to strengthen their client support team with a committed financial planning administrator, paraplanner or trainee adviser keen to progress to an adviser.

They will provide a collaborative environment to empower you to have a positive impact, provide perspective to make good decisions and add value to their clients whilst learning all aspects of their business.

This is a vital role in our company, and they wish to hire someone with talent, ambition, and a dedication to continuous improvement. The role will involve supporting the director and practice manager.

About the Role

This varied role will involve attending client meetings and guiding clients through complex financial planning and terminology. This includes:

  • Running annual planning meetings with clients.
  • Preparation of financial planning reports.
  • Working closely with the broader support team to ensure excellent client service.
  • Work towards taking responsibility for a portfolio of clients.

Essential Criteria

  • Have a background in financial planning gained within an IFA/financial planning firm, provider, wealth manager or platform.
  • Progress with Diploma exams.

Desirable Criteria

  • Ability to explain financial concepts clearly.
  • Numerical.
  • Attention to detail.
  • Comfortable conversing with clients naturally and positively to understand their motivations.
  • Experience with report writing.
  • Company Information.
  • Compassionate, empathetic and able to build relationships.

Keywords: Paraplanner, Financial Planning Assistant, Assistant Financial Planner, Financial Planning, Financial Advice, Wealth Management, Junior Financial Planner. Junior Adviser


Package Details

  • Salary: to £36,000
  • 23 days holiday plus bank holidays and public holidays.
  • Pension.
  • Professional development includes one day per quarter to dedicate to your progression.
  • Flexible working (around the core hours of 10am-4pm).
  • Hybrid working (Monday, Wednesday & Thursday are our office-based collaboration days).