Job Title: Trainee Financial Planner
Industry: Financial Services
Reference Number: 13601
Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in London to work within a team, including a Sales Support Administrator, to provide a first-class Technical back-up and Sales Support service to an assigned Adviser.
The successful applicant will be responsible for new business submittals and to provide ongoing service of the highest quality to existing clients.
The individual will be providing technical paraplanning experience to an established adviser and they are therefore looking for an individual who can deal with a high volume of reports and ultimately begin to manage their own clients.
What’s in it for you:
Salary – £38,000+
Working alongside Senior Financial Planners
Exposure to HNW clients
Clear cut progression
Skills and experience required:
Excellent verbal and written communication skills.
Excellent interpersonal skills – essential in the process of daily dealing with product providers and clients by telephone, by e-mail and by letter.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an award-winning, a prestigious financial planning firm based in London on a Trainee Financial Planner role.
Our commitment to you
- 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.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.