Trainee Financial Planner
Salary
30,000-50,000
Location
Cardiff
Job Type
Full Time
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Job Title: Trainee Financial Planner
Industry: Financial Advice
Location: Cardiff
Salary: £30,000 – £50,000 / annum OTE
Job Reference: 12365
Job Description:
Are you interested in a career as a Financial Planner?
Do you hold the Level 4 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 Cardiff Team. This is an established financial planning firm with a national presence in the industry.
They are interested in speaking to individuals who are coming from the Financial Planning industry (such as Mortgage Advice, Paraplanning, Sales among similar areas) that have a strong desire to progress into a successful Financial Adviser.
What’s in it for you:
The company will support you through a comprehensive training and onboarding programme where they have the structure in place to provide a first-rate programme. Additionally, you will gain first-hand experience through working with established Financial Planners where you will be giving financial advice and looking to obtain CAS (competent adviser status) in 6-12 months.
Following a successful tenure within a 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.
Skills and experience required:
- Hardworking and motived
- Level 4 Diploma in Financial Planning
- Excellent client facing and servicing skills
- Ability to communicate effectively over the phone
- The desire to become a Financial Planner
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.