Trainee Financial Planner/Paraplanner

About the company

An opportunity to develop your career into Financial Advice, with the support of an established business and an existing client base.

Some of the best opportunities arise in small to medium firms. In a business of this size the quality of your work has a direct an early impact on both the client experience and the success of the business. As such they commit to giving you full training, time, mentoring and guidance to help you in your path to build a successful career.

An established business, with a genuine opportunity to progress

The business has always grown organically so this isn’t a position where the rug will be pulled from under you by being told you need to develop a client base; the business is there and ready.

Your tasks

We have a great opportunity on offer for a highly experienced Financial Planning Administrator who has report writing experience or a Paraplanner looking for a developmental role. This position is not far from Macclesfield and is initially a hybrid Paraplanner and Financial Planner role. Initially you will perform Paraplanning duties which is designed for you to get a close look at clients cases which will compliment the other aspect of the position thereafter.

Requirements

What you will bring is the hunger to develop your career towards being a competent Financial Adviser which will be done through a mixture of technical Paraplanning, contributing to client meetings, through to observing client meetings from the perspective of the Adviser, shadowing and latterly being the point of contact for new business enquires and advising in your own right.

What we offer

You can expect to earn £40k or more when you join, increasing when you are a fully fledged Planner. You can expect earnings to be greatly increased year on year.

How to apply

If this role appeals to you, and you’re motivated for such an opportunity then please apply.