Trainee Financial Planner
other jobs WEALTHLINK RECRUITMENT LTD Job
Added before 4 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- Salary negotiable
Job Description:
Trainee Financial Adviser
Location Kimbolton, Cambridgeshire(Hybrid)
Salary: Up to £45,000
We are working with an award-winning Chartered Financial Planning firm based in Cambridgeshire who are looking for a Trainee Financial Planner to join the team. In the role you will work 121 with a Senior financial planner, providing technical support and attending client meetings. Over the course of the training period, you will start to present at client meetings with the goal of becoming a fully qualified CAS adviser in 1-3 years.
This is a fantastic opportunity for someone with a paraplanning background who wants to gain exposure to clients and progress into an adviser role.
Key Duties of Trainee Financial Adviser:
*Client Support and Relationship Management
*Technical Research and reporting
*Liaising with across department internally and externally
*Soft Skills and Technical Development
What’s on offer?
*Salary of up to £45,000 DOE
*Hybrid flexible working (1-2 days a week from home)
*Structured study and development training to become CAS qualified
*Strong benefits package including 5% pension contributions
What’s next?
If you are interested in the Trainee Financial Adviser position, then apply now, and if suitable, one of our consultants will be in touch within 24 hours!
Trainee Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA
Location Kimbolton, Cambridgeshire(Hybrid)
Salary: Up to £45,000
We are working with an award-winning Chartered Financial Planning firm based in Cambridgeshire who are looking for a Trainee Financial Planner to join the team. In the role you will work 121 with a Senior financial planner, providing technical support and attending client meetings. Over the course of the training period, you will start to present at client meetings with the goal of becoming a fully qualified CAS adviser in 1-3 years.
This is a fantastic opportunity for someone with a paraplanning background who wants to gain exposure to clients and progress into an adviser role.
Key Duties of Trainee Financial Adviser:
*Client Support and Relationship Management
*Technical Research and reporting
*Liaising with across department internally and externally
*Soft Skills and Technical Development
What’s on offer?
*Salary of up to £45,000 DOE
*Hybrid flexible working (1-2 days a week from home)
*Structured study and development training to become CAS qualified
*Strong benefits package including 5% pension contributions
What’s next?
If you are interested in the Trainee Financial Adviser position, then apply now, and if suitable, one of our consultants will be in touch within 24 hours!
Trainee Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA
Job number 3721349
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
WEALTHLINK RECRUITMENT LTD Job
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...