Job Title: Trainee Financial Planner
Location: Bristol
Salary: £40,000 - £50,000
Reference: 10202
Recruit UK are working with a well-established financial planning firm in Bristol who are seeking a Trainee Financial Planner to join their expanding team.
Are you an associate/trainee financial planner ready to take the next steps in an advice role? Our client is motivated to get you signed off CAS swiftly, and have a quality process in place to get you up to speed quickly and efficiently, this is all to provide the best service to clients.
As a Trainee Financial Planner, you will:
*Support a Chartered Financial Planner and the paraplanning/ administration team with client recommendations
*Assist with client reviews and the development of personalised financial plans
*Build strong relationships with clients and help deliver high-quality service
*Learn directly from advisers, with structured training and development
*This role offers exposure to areas including pensions, investments, protection, retirement planning, and more.
What’s on Offer:
*Competitive starting salary £40,000+
*Comprehensive training and development programme to get up to speed with the clients and how the business operates
*Real career progression into financial planning
*Travel expenses covered
*Supportive, professional working environment
*Back office support
*5% matched pension
*33 days holiday (inc BH) extending with service
*DIS
*3/2 hybrid working
*Full study support towards Chartered
About you:
*Hold the CII Level 4 Diploma in Regulated Financial Planning
*Currently in a similar role, being exposed to client meetings, supporting with recommendations
*Organised, proactive, and enjoy working with people
*Communicate clearly and professionally
*Have a genuine interest in finance and helping others
*Are willing to learn and develop into a qualified financial planner