Posted 7 October by Recruit UK

Job Title: Trainee Financial Planner

Industry: Financial Services

Location: Bristol

Salary: up to £40k

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Bristol to join a Wealth Management Firm.

Are interested in a career as a financial planner?

Do you hold or are close to obtaining the Financial Planning Diploma?

Recruit UK have an exciting opportunity to join a successful regional financial planning team of one of the UK leading financial service’s firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition.

They are seeking a confident, experienced professional to expand their Desk Based advice Team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser.

Mortgage advice/Personal banking/Desk based investment servicing experience gives you the perfect fundamental skills to become a successful financial adviser, as much of the process, from the fact find to delivery of the product is similar.

This role will see you giving financial advice within 3 months and looking to obtain CAS in 6-12 months. Following a successful tenure within the Desk Based team, there will be internal promotion opportunities to a client facing role. They will also facilitate further studies to enable you to get up to chartered status which will broaden the scope of advice you can give.

What’s in it for you:

  • Salary up to £40k
  • £5k increase once CAS status is achieved
  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process
  • All clients provided (initial book of 200)

Skills and experience required:

  • Hardworking and motived
  • Level 4 Diploma in Financial Planning (or close to obtaining)
  • Excellent client skills
  • Ability to communicate effectively over the phone
  • Desire to become a Financial Planner

Recruiters contact info:

Name: Louise Bibb

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Trainee Financial Planner role.

Required skills

  • Adviser
  • Customer Service
  • Financial Planning
  • Helpdesk
  • Sales

Application question

Do you hold the level 4 Diploma?

Reference: 33931760

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