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17464

Trainee Financial Life Planner NOT AVAILABLE

  • Location : London , United Kingdom

  • Salary : £30000.00 to £45000.00 per annum

  • Posted : 08/12/2020

  • Position: Full time

Job Description

Want a job that can genuinely change lives? A rewarding and challenging role that can help your clients to live the life they want with the money they have? If so, and you’re reliable, disciplined, and a great listener, we’d love to hear from you.

Antony Smith founded Providus Financial in 2015 with a mission to do things differently. Having worked in firms who were more focused on the ‘sale’ than on clients’ lives, Antony established Providus to provide genuinely transformative financial planning advice.

Over the last five years, we’ve grown significantly and now we’re looking for a trainee financial planner to take on existing client relationships and build new ones. As we continue to grow, there will be additional opportunities for you to progress your career.

We believe that financial planning transforms lives. It’s not about getting the best returns on investments or building more wealth. Money is a tool to facilitate the things we want from life, and we’re looking for someone who shares our passion for helping our clients achieve their goals.

 

Keywords: Trainee, Financial Planner, Paraplanner, Financial Planning Assistant, Financial Adviser, IFA, Wealth Manager, Client Relationship, Financial Advisor, Wealth Planner

 

As the successful candidate, you can expect to be supported to achieving Registered Life Planner status in your journey towards becoming a financial planner and making a real difference in clients’ lives.

Whilst training, you’ll gain valuable experience in paraplanning, build cash flow models, undertake technical analysis of existing pensions and investments, write reports, and provide support for our clients. You’ll be involved in client meetings and we’ll help you to develop both technical and soft skills to enable your success.

Benefits

Discretionary bonus structure based on personal and business performance 7% non-contributory pension contribution Employers NI savings passed on for any salary sacrifice pension contributions 25 days holiday in addition to statutory holidays Duvet day

Additional Information

Remote working options available

Essential Skills

  • Some experience gained in a financial services environment
  • Qualified to QCA level 4 in Regulated Financial Planning or working towards this

Desired Skills

  • Passionate about helping clients achieve their life goals
  • Resourceful and flexible
  • A great listener
  • An excellent communicator, both verbally and in writing
  • Compassionate and supportive, both with clients and other members of the team
  • Reliable and trustworthy
  • Disciplined, organised, efficient and have strong attention to detail
  • Proficient in Word and Excel
  • Working towards living your own life plan

About Company

We’re a firm of Independent Financial Planners based in Highams Park, London. We work with individuals and businesses to help them achieve a successful financial future.

Providus was set up in 2015 by our Director, Antony Smith. There are now eight of us in the team, each with different expertise and responsibilities.

Being part of a thriving local community really matters to us. We’re proud to be based in north east London; it’s therefore important to us to support other local businesses, events, schools and organisations, such as the Salvation Army, the Walthamstow Toy Library and CREST Waltham Forest.

 

No agencies please

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