Trainee Financial Planner - Clients Provided - International Wealth Management Firm

Mayfair, West London
£35,000 per annum
20 Feb 2019
23 Feb 2019
Job role
The firm in question are an international Wealth Management firm with a strong presence in the City and offices in West London.

They are looking for several new recruits to come in and initially support their existing Advisers with Paraplanning/Report Writing but very quickly get to grips with their proposition and become client facing.

The business has over 5000 existing UK clients, a rapidly growing figure. Areas of advice include retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning. Candidates will typically be required to work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to progress quickly within a truly global asset management firm.

The salary will be north of £40,000 potentially up to £55,000 depending your level of experience, qualification and track record.
The role also comes with an excellent benefits package, full details can be provided.

This is a fantastic opportunity to begin your career as a Financial Planner with a market leading business who can offer first class training, progression and clients to help you get started.

Ideally you will have or have previously held CF30 status and either be at Chartered status or hold AF3/AF7 AwPETR qualification.

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