Trainee Financial Planner

Trainee Financial Planner - Nantwich Hybrid/Home Based (Flexible)

Are you a Level 4 Qualified and looking to Sky Rocket your Career as a Financial Advisor?

Looking for full training, Flexible Hybrid work and regular qualified leads?

We are seeking a Financial Planner or a Trainee Financial Planner to join our clients expanding team (All Levels of working experience welcome to apply, minimum Level 4 Diploma)

This role involves providing in-person and remote financial advice to existing clients, as well as building your client bank.

Employed and Self Employed Considered.

Highly Lucrative Package on offer for the right candidate.

Client Bank and Regular Qualified Leads provided.

Full Admin support

Lots of flexibility

Key Responsibilities:

As a Financial Planner, you will be responsible for offering regulated financial advice to clients, working with a range of financial products, including:

Pensions and Retirement Planning: Advising on pension contributions, carry forward strategies, lifetime allowance (LTA) planning, and drawdown options.

Inheritance Tax and Estate Planning: Helping clients to effectively plan their estates and manage inheritance tax implications.

Tax-Efficient Cash Flow Strategies: Utilising cash-flow analyses to develop efficient financial strategies for clients.

Investment Optimisation: Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds (both onshore and offshore) and trusts.

Qualifications and Skills:

Professional Qualifications:

Level 4 qualified Diploma in Financial Planning/Regulated Financial Planning is essential.

Level 6/Chartered status is desirable but not essential.

Experience and Knowledge:

A strong desire to provide high-quality advice and service to clients.

Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.

Ability to manage complexity and coordinate across multiple departments under strict deadlines.

Communication Skills:

Ability to engage and connect with a wide range of audiences through phone and email.

Excellent written and verbal communication skills.

Working Arrangements:

This role is a hybrid position, with a blend of in-person and remote work, and is based in Nantwich.

If you meet the above criteria and are looking for the next stage within your career, please apply to be considered for interview.