Financial Services Jobs

Trainee Financial Planner

Posted 2 months ago
Salary
£48,000/ANNUAL
Location(s)
South West, South East
Type
Permanent

I’m currently working alongside a well-established national Wealth Management firm looking for a Trainee Financial Planner to join their Oxford team.

 

You’ll be working in tandem with one of the firm’s Chartered Financial Planners and developing your skillset alongside skilled individuals who have made their name advising an array of HNW clients.

 

You’ll grow the firm’s reputation as a high-calibre wealth manager through developing and maintaining key client relationships and ultimately establishing yourself as their ‘trusted advisor’.

 

You’ll be trained to provide top quality advice, which you’ll present clearly to your clients, ensuring that all queries and areas of doubt are resolved before proceeding with any action.

 

With this firm, professional development is paramount so you’ll be supported through your Advanced Diploma.

 

This is an ideal opportunity for a dynamic and client-centred Paraplanner that’s ready to step into a front office role and begin a prosperous career in financial advice. This is a regulated position, so a QCF Level 4 financial planning qualification (CII DipPFS or equivalent) is essential.

 

Basic salary is up to £48,000 + bonus and benefits. This is a hybrid role, with 2-3 days to be spent in the Oxford office.

 

For more information, contact me at laura.higton@bwd-search.co.uk

 

Alternatively, apply here for immediate consideration.

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