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Trainee Financial Advisor

Trainee Financial Advisor

Capio Recruitment Financial Planning

Posted 21 hours ago, valid for 22 days

Huddersfield, West Yorkshire HD5 8XT

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job role is for a Paraplanner/Trainee Financial Advisor located in Huddersfield with a salary range of £40,000 to £60,000 depending on experience.
The position is offered by a long-established Chartered Financial Planning firm focused on building strong client relationships.
The role involves a mix of Paraplanning and client-facing responsibilities, with training provided to develop technical knowledge and client servicing skills.
Candidates are required to have a strong technical understanding, recent experience in providing support to Financial Planners, and must be Diploma qualified on the path to Chartered status.
The firm offers a competitive salary, flexible working conditions, and opportunities for training and development.

Job Role: Paraplanner/Trainee Financial Advisor

Location: Huddersfield

Salary: £40,000 - £60,000 (DOE)

We have an exciting new Trainee Financial Advisor position within a Chartered Financial Planning firm near Huddersfield. They are a friendly and long-established Financial Advice firm dedicated to building strong and trusting long term relationships with their clients, to help them achieve their financial goals.

This role will commence with a Paraplanning and Client Facing split, developing your technical knowledge further as well as helping you build and service your own client bank. You will be trained on the processes of the firm and how to deliver sound advice to your clients - setting you up to become a great Financial Advisor!

About You

You will have a strong technical understanding and recent experience providing technical support to Financial Planners.

Be Diploma qualified and on the road to Chartered status.

Demonstrate knowledge of and proficiency using Aviva Platforms and I/O.

You will be an excellent communicator in both oral and written communication with the ability to help provide compliant recommendations.

In Return

A competitive salary and benefits package

The opportunity to aid a small but successful firm grow, alongside you

Flexible and hybrid working

A great opportunity for training and development

Please apply to this position using the apply button - we would love to hear from you!

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