Trainee Financial Planner
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
- Job Reference: 880
- Date Posted: 2 March 2023
- Recruiter: Independent Resourcing Consultancy
- Location: London
- Salary: £28,000 to £34,000
- Bonus/Benefits: Bonus + Study
- Sector: Other Financial Services Jobs
- Job Type: Permanent
- Contact: Maria Inglis
- Email: maria@ircfs.com
Our client is a well-respected Global Financial Planning firm with a good reputation across in the market are looking for a Trainee Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.
In this role you will provide clients with an outstanding level of service including personalised financial planning advice to help meet their needs.
You will work collaboratively with the team to achieve targets and attract new clients while promoting the Company both internally and externally to support the development of client/introducer relationships.
This position requires you to take a people-centred approach to your work, being proactive, motivated, and hardworking. You will also get the opportunity to study and further your skills as your career continues to develop.
The company will also provide full support through the CISI examination process to ensure all Advisers are at a UK Level 4 Diploma standard.
The Required Skills:
- Comfortable dealing with high-net-worth individuals.
- Ability to handle objections.
- Strong, confident, eloquent phone manner.
- Good soft skills (organized- Excel driven, analytical, flexible, pro-active, creative).
- The ability to keep up to date with market trends and latest financial news.
- Ability to navigate through multiple business sites (not just LinkedIn but business sites, directories).
- Degree Educated.
- Minimum 1 years' experience working in Financial Services.
You will benefit from:
- £28,000 - £34,000 + Bonus + Study.
- Warm relationships with key strategic partners across the industry.
- Administrative team to assist with business placement, including an internal pension team.
If you are interested in this role, please contact IRC today 0207 692 5668 or info@ircfs.com
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Trainee Financial Planner roles across Independent Resourcing Consultancy's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £28,000 - £34,000 bracket, including retirement vesting and health parity.
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