Are interested in a career as a financial planner?
Do you hold the Financial Planning Diploma?
Recruit UK are working with an award-winning national IFA who are actively looking for a trainee financial planner to join their Bath Team.
Mortgage advice/Personal banking/Desk based investment servicing experience gives you the perfect fundamental experience to become a successful financial adviser, as much of the process, from the fact find to delivery of the product is similar.
What’s on offer:
- Salary up to £35k
- Excellent bonus potential
- Extensive benefits
- Comprehensive training and onboarding process
- All clients provided
- Hardworking and motived
- Level 4 Diploma in Financial Planning
- Excellent client skills
- Ability to communicate effectively over the phone
- Desire to become a Financial Planner
This role will see you giving financial advice and looking to obtain CAS in 6-12 months. Following a successful tenure within team, there will be internal promotion opportunities available. 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.
If you are interested to find out more, then please submit your details and our senior consultant Louise Bibb will contact you to discuss the role in further detail. Quote reference 12363