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Trainee Financial Planner

Trainee Financial Planner

WEALTHLINK RECRUITMENT LTD

Posted 19 days ago, valid for 25 days

Norwich, Norfolk NR8 6PW, England

£50,000 per annum

Full Time

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Sonic Summary

The Trainee Financial Planner position in Norwich offers a salary range of £30,000 to £35,000, with on-target earnings exceeding £50,000 in the first year once qualified.
This permanent, full-time role requires candidates to be at least partway through the diploma in regulated financial planning.
The successful candidate will work alongside existing advisers in a Paraplanning capacity while studying for their diploma.
The role provides a structured pathway to becoming an Independent Financial Adviser, with sponsorship for financial planning exams included.
Ideal applicants are those currently in paraplanning or technical IFA administrator roles seeking a fast track into financial advice.

Trainee Financial Planner

Location: Norwich - Flexible home working

Salary: £30,000 - £35,000 - OTE in first year Once Qualified £50,000+

Duration: Permanent, Full Time

We are working with an exciting new Independent Financial Adviser in Norwich who are looking for a Trainee Financial Planner to join the team. The role will involve working in a Paraplanning capacity for the two existing advisers whilst studying towards the diploma in financial planning.

Once qualified you will be supported to develop your client facing and business development skills. The Trainee Financial Planner will shadow the principal within the business until reaching Competent Adviser status.

This is the ideal role for someone who is currently in a paraplanning or technical IFA administrator position and is looking for a fast track into advice. You are expected to be at least part way through the diploma in regulated financial planning.

What’s on Offer?

Sponsorship through Financial Planning exams
Structured pathway to becoming an IFA
OTE earnings of £50,000 in first year once qualified
Full flexibility to work from home

What’s Next?

If you are interested in the Trainee Financial Planner position then please apply today. If suitable one of our consultants will reach you to discuss the position in depth with you.

Trainee Financial Planner, Paraplanner, IFA, Wealth Management, Financial Services, Financial Planner, Trainee Financial Adviser

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