Apply for this job now

Trainee Financial Planner

Chesterfield, Derbyshire
Job Type
21 Jul 2022

Trainee Financial Planner

Location: Chesterfield

Salary: £30,000

The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.


  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax


In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
Apply for this job now


  • Job Reference: 663290375-2
  • Date Posted: 21 July 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Chesterfield, Derbyshire
  • Salary: £30,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent