Trainee Financial Planner

Trainee Financial Planner

Location: Hook

Salary: £30,000 - £40,000

The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

Responsibilities:

• Technical support to our Adviser Team
• Research the most suitable product and tax wrapper
• Write suitability letter reports for investment, pension, protection and inheritance tax cases
• Respond to technical client queries relating to trusts defined benefit pensions and tax

Skills:

In order to be considered for this unique opportunity, candidates need to have -

• Level 4 Diploma qualified or working towards this
• Previous experience within a fast-paced IFA Practice
• High level of analytical capability and good communication skills