Trainee Financial Planner / IFA - Graduate or Equivalent Programme.
Trainee Financial Planner / IFA - Graduate or Equivalent Programme.
Based Northampton
Salary £23000 - £25,000 - depending on skills and experience + bonus
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 60 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social. A perfect environment to learn and grow.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership.
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
Progression through to Paraplanner and also Adviser if desired
- Full time, office-based role
- 7.5hrs per day - flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Required skills
- Administrative Support
- Financial Services
- Pensions
- Telephone Manner
- Coordinating Meetings
Reference: 52560289
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