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Trainee Financial Planner

Exchange Street Claims & Financial Services
Posted 2 days ago, valid for 2 days
Location

Ipswich, Suffolk IP15BH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an administrator or paraplanner with a clear pathway to becoming a financial planner in approximately two years.
  • Candidates should have at least two years of experience in a financial planning firm, ideally in an administrative or paraplanning role.
  • The salary for this position is up to £45,000, with opportunities for salary reviews and bonuses as the individual develops their career.
  • The firm offers an extensive benefits package, including private medical insurance, share options, a pension scheme, and 25 days of holiday per year.
  • This modern financial planning firm seeks energetic team players who value collaboration and are eager to learn from others in a hybrid working environment.
You want to be a financial planner - but not yet. For the next couple of years you want to pass more exams, learn more and be, well, more "ready".But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this business you'll start as an administrator or paraplanner. But in around two years time you'll be a financial planner.And they can deliver on this because they've already done so with three other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career.To start with you'll work with a senior planner who will help unlock your potential whilst you support them day to day. In the medium term you'll develop into a planner and they'll pass you some of their clients. And with existing clients typically in the £250,000 - £1m range, you'll pick up some great clients.Salary will depend on the individual and be up to £45,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme. There's also an extensive benefits package including:
  • Private Medical Insurance
  • Share Options Scheme
  • Pension and DIS
  • 25 days holiday (+ Bank Holidays) per annum
  • Employee Volunteering
  • Comprehensive support around qualifications and personal improvement with flexible arrangements for study leave
  • Hybrid working (post-probation)
This is a modern, vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled.    HERE'S WHAT YOU'LL NEED:You'll have two years experience in a financial planning firm. That will likely be as an administrator or a paraplanner.You'll have begun your exams and will have an ambition to achieve Chartered status.You'll be an energetic team player. Someone who values collaboration and learning from others. This is a hybrid role but you're someone who learns best through spending time with others - being in the office is something you enjoy not tolerate.  -----------------------------------------------------------------------------------------Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.