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Trainee Financial Planner

Trainee Financial Planner

Exchange Street Claims & Financial Services

Posted 7 hours ago, valid for 3 days

Stockport, Cheshire SK4 3GN, England

Full Time

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Sonic Summary

This Chartered financial planning practice is looking for a level 4 qualified individual with experience as a paraplanner or junior financial planner.
The starting salary for this position ranges from £40,000 to £45,000, with some flexibility and potential for bonuses based on individual performance.
The firm offers 27 days of holiday, a pension plan, and a Group Life Scheme, emphasizing work-life balance.
Located in Stockport, the role will initially require office presence but will transition to a hybrid work model as you establish yourself.
Candidates should possess a strong work ethic, a desire to learn, and the necessary soft skills to succeed in financial planning.

It's one thing to get trained. It's another to join a business that's good at it.This Chartered financial planning practice is one we've worked with for over a decade. Throughout that time they've shown us that they're the type of business that hires on character. That provides the structure and support to maximise potential. That gives people like you the springboard for a fantastic career as a financial planner.And they're now back looking at a time when the profession needs positions like this more than ever.They not only have the infrastructure to help you make the transition - they also have clients. You'll get a client portfolio of your own to nurture and something really precious - time. Time for you to build your soft skills, technical expertise and confidence.You'll start on a salary of c£40,000 - £45,000 but there is some flexibility here. You'll also be part of a bonus scheme that is based on individual performance. Longer-term you will be on a pay journey. As you progress so will your pay.They also offer 27 days holiday. Alongside the usual pension there's a Group Life Scheme too.The firm are based in Stockport and whilst you get established you will be in the office. But as you bed in you'll spend more time out and out seeing clients, working on a hybrid basis.The business is a regular FTAdviser Top 100 firm and often in the upper echelons of those ratings. When it comes to developing your career you'll be in very safe hands. HERE'S WHAT YOU'LL NEED:You must be level 4 qualified.You will either be a paraplanner or a junior financial planner looking for more support and structure.You'll have a desire to learn. A strong work ethic. And the soft skills required to make the transition into financial planning. -----------------------------------------------------------------------------------------Want to learn more? Click apply. If you don't have a CV don't worry - we can come to that later.Everyone will receive a response.

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