England, Surrey
£18000.00 - £23000.00 per annum
12 Oct 2016
21 Oct 2016
India Harvey
Job Title
Industry Sector
Banking / Finance
Contract Type
Full Time

Your new company An international financial services group with exponential growth plans are on the search for a Trainee Financial Planner to join their dynamic business on an employed basis. Over the years the firm evolved from a traditional insurer to a diversified financial service provider with both local and international footprints. Having celebrated 30 years in business, the independent financial advisers continually keep pace with the changing needs of customers, regulations and legislation.

Your new role The successful Trainee Financial Planner will be responsible for maintaining profitable relationships with those clients in order to achieve their goals and aspirations, achieve agreed business plan and generate recurring revenue for the firm, whilst remaining competent and up to-date on legislation as an adviser attendance at conferences and training.

  • All level 4 qualifications covered
  • Paraplanning Qualifications between year 2 and 3
  • Meritocratic raises
  • Dynamic environment and independence

What you'll need to succeed In order to succeed, you will need to be able to work both independently and as part of a team - with an emphasis on the former. Ad Hoc raises will be provided when the candidates start to show they can carry responsibility well and require less autonomy. You must also show demonstrable success in delivering quality client service.

What you'll get in return In return, you will have the opportunity for both growth and development, and you will have the chance to work for leading independent financial planning firm in their London office.

  • Starting Salaries to remain as discussed- 18- 22K
  • Once Paraplanning Qualifications are met: Circa 24-26K
  • Bonus/commission for each mortgage completed
  • All level 4 qualifications covered
  • Competitive rewards system
  • The chance to work independently

For more information please contact me on the details below.


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