Location
Stourport-On-Severn
Salary £35000 - £40000 TypePermanent WorkplaceHybrid Ref89143
Recruiter Managing This Role
Trainee Financial Planner Worcestershire/West-Midlands Up to £40,000
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFAs in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Benefits
1. Generous salary/bonus and profit share scheme
2. Group scheme benefits pension scheme, death in service & income protection plan
3. Full support towards CII exams
4. Career and personal development pathways
5. Wellbeing support services
6. Generous social budget and team away days
7. Agile and home working policies
8. 8% matched pension contribution
Whats needed to be considered?
In order to be considered for this unique trainee financial planner opportunity, candidates need to have
9. Previous experience of working within a Paraplanning or Trainee IFA role.
10. Full Diploma CII qualified and working towards Chartered
11. Client facing skills and have supported an advisor previously.
12. A willingness to learn and develop in the role.