Trainee Financial Planner – Norwich

The opportunity:

The role of a trainee Financial Planner has recently become available due to the continued expansion of the Financial Planning team. We are a dynamic and organically expanding firm with big ambitions, this opportunity would suit an individual who would like to join us on this journey.

Responsibilities of the Financial Planner:

  • Working closely with a Financial Planner  to create, develop and maintain strong client relationships.
  • Effectively handle client enquiries and identify opportunities to grow your client bank and introducer network. Full administrative support will be provided in the form of a back office team of experienced paraplanners, administrators and compliance.
  • You will also travel to our other sites in addition to the usual local and occasional national travel to meet clients.

Skills & experience required for Financial Planner role:

The role would be suited to a candidate who is currently in a paraplanning role and making next step in career into a Financial Planner role. We are looking for the following attributes:

  • Semi-qualified person who is on the way to achieving the CII/PFS Level 4 Diploma in Regulated Financial Planning (or equivalent.) Provided candidates are well on way to being qualified to Level 4, we are happy to consider candidates with no previous advisory experience.
  • Previous paraplanning or similar financial services experience
  • Organised with good time management skills
  • Excellent communication skills, both written & verbal
  • UK driving licence

What Brancaster House can offer the successful Financial Planner:

Excellent training & mentoring as well as a competitive remuneration package + company pension scheme, mileage allowance, 31 days holiday (pro rata for 2019) plus holiday loyalty scheme. 

Interested? Get in touch

Please attach your CV:

Subscribe to our Mailing List