Trainee Financial Planner

Posted 5 January by Ortus Psr
Easy Apply Featured

Register and upload your CV to apply with just one click

Trainee Financial Planner

Location: Bath

Salary: £30,000 - £40,000

The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.


  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax


In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

Reference: 44237469

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job