Trainee Financial Planner- Desk Based - Bath

Posted 30 January by Recruit UK

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 Bracknell. 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.

What’s on offer:

  • Salary up to £30k
  • £5k increase once CAS status is achieved
  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process
  • All clients provided (initial book of 200)

Ideal candidate:

  • 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

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, their 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.

If you are interested to find out more, then please submit your details and our head of the South West desk Louise Bibb will contact you to discuss the role in further detail.

Application question

Do you hold the Level 4 Diploma in Financial Planning (or close to obtaining)?

Reference: 34002806

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