Trainee Financial Planner - Chelmsford, United Kingdom - RecruitUK

RecruitUK

Verified Company

Chelmsford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Trainee Financial Planner

Industry:
Financial Services

Location:
Chelmsford

Salary:
£35,000 - £50,000 (doe)

Job reference:8195

Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Chelmsford.

Duties include:

Collaboration with Senior Financial Planners
Attending meetings
Preparing cashflow forecasting
Factfinding and technical research
Client relationship management

Benefits:

25 days holiday, with buy/sell options
DIS and 5% pension contribution
Private medical insurance
Loads of fundraising and social events
Discounts for cycle scheme, gym membership, tech etc.

Skills and experience required:

Experience as a Paraplanner
CII Regulated Diploma, DipIP, DipFA or equivalent
Good technical knowledge
IT proficient
Experience of Cash Flow modelling using Cash Flow Modelling within client meetings (desirable)
Highly organized, good interpersonal skills and the ability to provide a high level of service
Able to travel frequently

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Chelmsford on a trainee Financial Planner role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Job Types:
Full-time, Permanent

Salary:
£35,000.00-£50,000.00 per year

Benefits: