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Altrincham
Financial planner
Trainee Financial Planner

Trainee Financial Planner

Taylor James Professional Recruitment

Posted 12 days ago, valid for 14 days

Altrincham, Cheshire WA14 2HX, England

£20,000 - £25,000 per annum

Full Time

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Sonic Summary

A prestigious client based in south Manchester is seeking a Trainee Financial Planner.
Candidates must have 2 years of Paraplanning experience and a Diploma Level 4.
No prior advisory experience is required, as full training will be provided.
The role offers a competitive basic salary with excellent uncapped earning potential and an extensive benefits package.
Interested applicants can apply directly or contact Matthew Biddle on LinkedIn for more information.

A first class position has arisen for a Trainee Financial Planner to join our prestigious client based south Manchester.

Our client are targeting Paraplanners that want to make the transition into Advising. No advisory experience is required as full training is provided.

You will benefit from an inherited client back which is increased through extensive referrals.

As a Financial Planner, you will be supported by both experienced Administrators and Paraplanners.

The Person:

2 years’ Paraplanning experience (essential)
Diploma Level 4 (essential)
Client meeting exposure (desirable)
The ability to generate new business
Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
Confidence and ability with sales and presentational skills

In return this opportunity offers a very competitive basic salary, excellent uncapped earning potential along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

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