Graduate Trainee Financial Planner

Job Title: Graduate Trainee Financial Planner

Location: Kettering

Salary: £24,000 - £25,000

The Company:

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.

Offering a strong bonus structure, leads, exam support, a healthy benefits package and clear career progression, this firm provide a comprehensive structure and working environment to get the very best out of their advising team.

The Role:

This role would initially sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

There will also be contact with providers and you will work closely with the firm’s Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. Longer term, the aim of the role would be to help you develop towards an advisory position and pursue your career as a financial planner.

The Required Skills:

• R01 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is highly desirable
• Relevant Degree and strong academic skills as further exams may well be required within the role.
• Experience of working within a Financial Planning or Wealth management firm would be advantageous
• Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.

If you are interested in hearing more about this position, please get in touch with us at Capio.