Title: Trainee Financial Planner

Salary: £35-50k, OTE up to £60k

Location: Remote/Colchester

Our client is one of the UK’s leading wealth management companies, and have received numerous awards for their financial and investment management services. They are looking for a Trainee Financial Planner to join their friendly team- they will give you full support in becoming a Financial Planner with them, and you will be servicing existing clients from within the business. This is a great opportunity for someone with experience in the financial advice industry to take the next step in their career.

They are looking for a Trainee Financial Planner with the following experience;
• Level 4 diploma qualified or equivalent as a minimum
• Experience in Financial Services in a back-office role (e.g. paraplanning)

To become a Trainee Financial Planner you must;
• Be able to work to deadlines
• Be self and money motivated
• Provide expert knowledge advice on investment, pension and protection... advice

Benefits you will receive as a Trainee Financial Planner;
• Clients provided for you to service
• Flexibility of working from home or in their Colchester office
• OTE of up to £60k in your first year
Colchester UK

Salary Criteria