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Job Location | Dunswell |
Education | Not Mentioned |
Salary | £30,000 - £60,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Trainee Independent Financial Planner - Hull and BeverleySalary range - £30k - 60+ depending on experience. Basic and earnings will increase significantly once embedded into in the role.Competitive benefits packageFull on the job training and supportStructured career path into financial adviceAre you an experienced Paraplanner, frustrated with the lack of career prospects in your current place of workOr are you a Diploma qualified Mortgage broker or Banking Adviser, tired of being restricted, looking to branch out into wider areas and have access to whole of market to allow you to give true holistic financial advice to a wider ranging client base.If either of the above sound like you and you are now looking for a new challenge to get your teeth stuck into, read on.The opportunityI have been approached by a highly successful independent financial planning practice who have over £5 billion assets under management with a network of practices throughout the UK. They pride themselves on providing education and guidance on a wide range of financial planning concerns including pensions, investments, protection and tax planning to name a few.Due to succession planning, an exceptionally rare opportunity has arisen for a Trainee Financial Planner to join the business looking after clients in Hull, Beverley and surrounding areas.You will receive excellent training from the practice principle and your peers and joining a very supportive and friendly environment. Once trained up and having shadowed and undergone supervision, you will be provided with a loyal client bank upon which you can build further relationships.To allow you to do your job properly, you will have the help of paraplanners and administrators who will take away all the paperwork and processing to allow you to focus on speaking to your clients and building those relationships.Essential requirements To have the Level 4 Diploma in financial planning or be only one paper away.You will have extensive experience in a paraplanner role or as a bancassurance adviser, keen to take the next steps in your career.Excellent communication skills and the ability to build relationships is a must as are a professional and polite manner.You will live local to Hull and Beverley.To applySend your CV to jenny @ tempestjones . comTrainee IFA, Financial adviser, financial planner, financial consultant, paraplanner