img
Permanent

Trainee Financial Advisor

London
money-bag 42000.00-42000.00 Annual
3121137677
Posted 1 week ago

Associate Financial PlannerJoin our team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). We are committed to a client-first approach, ethical practice, and continuous professional development. We are looking for an Associate Financial Planner to work closely with experienced Chartered Financial Planners to deliver high-quality financial planning and wealth management advice to high-net-worth individuals and other clients.Day-to-day of the role:Collaborate with Chartered Financial Planners to support complex and higher value client relationships.Conduct detailed research and technical analysis to support advice given by financial planners.Prepare cash flow forecasts and complex financial planning calculations.Write suitability reports ensuring compliance, technical correctness, and quality.Provide technical support and qualified knowledge to the financial planning team.Manage client onboarding, engagement, and ongoing servicing including annual reviews.Support business development activities and the profitable growth of the business.Required Skills and Qualifications:Must hold appropriate regulatory qualification at QCF Level 4 (e.g., Diploma in Financial Planning).Commitment to achieving Chartered Financial Planner status.Experience within a paraplanning role.Demonstrable technical knowledge of financial planning processes, including products, funds, pensions, and markets.Strong understanding of regulatory requirements and r

Other jobs of interest...

Hays Business Support
LondonToday
money-bag£45000 - £50000/annum 50000
Hays Business Support
LondonToday
money-bag45000.00-45000.00 Annual
Ellis James Partners Limited
London
money-bag10000-500000 Annual
Ellis James Partners Ltd
City3 days ago
money-bag10000-500000 Annual
GCB Recruitment
Chelmsford1 week ago
money-bag50000.00-50000.00 Annual
DG Partnership Ltd
London1 week ago
money-bag10000-500000 Annual
Ecruit
London1 week ago
money-bag10000-500000 Annual
Ecruit
London2 weeks ago
money-bagNegotiable
Mortgages & Insurers
London2 weeks ago
money-bag10000-500000 Annual
Mortgages & Insurers
London2 weeks ago
money-bagNegotiable

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!