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:
1. Minimum of 2 years' experience as a Paraplann...