Trainee Financial Planner
Are you a talented Paraplanner ready to take the next step into advisory services? Our client, a leading Wealth Management firm based in Central Manchester, is actively seeking individuals like you to join their growing team.
Our client are looking to speak with candidates who are Level 4 CII qualified (or equivalent) with at least 2 years of experience in a Paraplanner or Trainee Adviser role. If you possess strong interpersonal skills, client-facing experience, and a desire to develop within a supportive environment, we want to hear from you.
Key Responsibilities:
- Receive tailored training and support to transition into a proficient advisor, encompassing technical expertise and essential soft skills.
- Onboard clients provided to you, with dedicated support.
- Gather comprehensive client information to formulate well-informed recommendations.
- Address client queries efficiently and effectively.
- Maintain a commitment to delivering sound and suitable advice.
- Ensure timely provision of necessary documentation.
- Engage in prospecting activities aligned with the firm's strategic business plan.
- Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment.
- Keep professional qualifications and development up to date.
Qualifications & Experience:
- Minimum of 2 years' experience as a Paraplanner/Trainee Adviser.
- Diploma Qualified (Level 4 minimum).
- Demonstrable client-facing experience.
- Proven track record of delivering high service levels.
- Strong knowledge of Pensions.
- Excellent communication and attention to detail.
- Exceptional organizational and administrative skills.
Benefits:
- Competitive salary with uncapped bonus structure.
- Clients provided.
- Matched employer pension contributions.
- 25 days holiday plus Bank holidays.
- Additional day off for birthday.
- Medical cash plan.
- Monthly Gym membership contribution.
- Quarterly team events.
Join our client's dynamic team during this exciting growth phase and elevate your career in Wealth Management. Apply now to seize this fantastic opportunity.