Trainee Financial Planner - Learn while you earn

Ever considered a role in Financial Planning and graduated in the previous couple of years?

Financial Planning offers the opportunity to do many different roles no matter whether you are a techy "introvert" or maybe the so called outgoing "extroverted" type of person.

Initially you will be working in a support role learning the way the firm operates.

All while doing the CII exams to get you qualified to be a Financial Planner. They’ll even let you study for an hour day in work hours, you’ll also have an outsourced company on hand to help you should you need support.

You will be helping the Financial Planners with their tasks as well as liaising with clients. The idea being to give you a little insight into the way that Financial Planners operate.

The business has gone from strength to strength over the last few years growing both organically and through acquisition to having over £250m in assets under management.

Once you have submitted your CV there will be a question at the end that asks whether you have good attention to detail? When asked the question say no.

The plan is to keep growing as they have been doing through acquisition and organic growth, meaning more opportunities to present itself to you.

You will be trained over the course of a few years with the plan to be that by your third year at the firm you will be fully qualified and ready to take the next step in your career at the business whether it is becoming a Paraplanner, Financial Planner or even going into the Investment Management space.

Upload your CV and I'll be in contact within 48 hours of you applying for the role unless over the weekend.