Trainee Financial Planner - Colchester, United Kingdom - Placing Faces

Placing Faces
Placing Faces
Verified Company
Colchester, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Title:
Trainee Financial Planner

Salary:
£35-50k, OTE up to £60k

Location:
Remote/Colchester


Our client is one of the UK's leading wealth management companies, and have received numerous awards for their financial and investment management services.

They are looking for a Trainee Financial Planner to join their friendly team
- they will give you full support in becoming a Financial Planner with them, and you will be servicing existing clients from within the business. This is a great opportunity for someone with experience in the financial advice industry to take the next step in their career.


They are looking for a Trainee Financial Planner with the following experience;

  • Level 4 diploma qualified or equivalent as a minimum
  • Experience in Financial Services in a backoffice role (e.g. paraplanning)

To become a Trainee Financial Planner you must;

  • Be able to work to deadlines
  • Be self and money motivated
  • Provide expert knowledge advice on investment, pension and protection advice

Benefits you will receive as a Trainee Financial Planner;

  • Clients provided for you to service
  • Flexibility of working from home or in their Colchester office
  • OTE of up to £60k in your first year

Job Types:
Full-time, Permanent


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


Schedule:

  • Day shift
  • Monday to Friday

Work Location:
In person
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