Trainee Financial Advisor - Manchester, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD
Taylor James Professional Recruitment LTD
Verified Company
Manchester, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Are you an experienced Paraplanner looking to make the move into Financial Planning?


If so, look no further We are partnered with an award winning firm of financial planners who as a result of continued business growth are looking to expand their financial planning team.


This unique offering will see you embark on a structured training programme, with the timescale to Adviser dependent on the experience/ capability of the successful applicant.


Training will include learning from the experts, shadowing advisers, training on soft skills & providing you with the tools required to succeed in your new advising role.


Role overview:


  • Manage an existing client base
  • Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations
  • Utilise leads in order to extend the existing client base & develop effective relationships
  • Attend industry seminars to ensure service given is up to date and relevant (set up and funded by the firm)
  • Full administrative & paraplanning support is provided

The Person:


  • A minimum of 1 years' paraplanning experience (
    essential)
  • Diploma qualified (
    essential)
  • Chartered status or studying towards (desirable)
  • Experience in servicing HNW/ UHNW clients


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Matthew Biddle on LinkedIn.


Salary:
£34,000.00-£42,500.00 per year


Benefits:


  • Additional leave
  • Company events
  • Free parking
  • Life insurance
  • Private dental insurance
  • Private medical insurance
  • Sick pay
  • Wellness programme

Flexible Language Requirement:

  • English not required

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Ability to commute/relocate:

  • Manchester: reliably commute or plan to relocate before starting work (required)

Experience:


  • Paraplanning: 1 year (preferred)

Work Location:
One location
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