Financial Planner
Job Title: Trainee Financial PlannerLocation: BristolSalary: £40,000 - £50,000Reference: 10202Recruit UK are working with a well-established financial planning firm in Bristol who are seeking a Trainee Financial Planner to join their expanding team. Are you an associate/trainee financial planner ready to take the next steps in an advice role? Our client is motivated to get you signed off CAS swiftly, and have a quality process in place to get you up to speed quickly and efficiently, this is all to provide the best service to clients. As a Trainee Financial Planner, you will:Support a Chartered Financial Planner and the paraplanning/ administration team with client recommendationsAssist with client reviews and the development of personalised financial plansBuild strong relationships with clients and help deliver high-quality serviceLearn directly from advisers, with structured training and developmentThis role offers exposure to areas including pensions, investments, protection, retirement planning, and more.What''s on Offer:Competitive starting salary £40,000+Comprehensive training and development programme to get up to speed with the clients and how the business operates Real career progression into financial planningTravel expenses coveredSupportive, professional working environmentBack office support5% matched pension33 days holiday (inc BH) extending with serviceDIS3/2 hybrid workingFull study support towards Chartered About you:Hold the CII Level 4 Diploma in Regulated F
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