Graduate Trainee Financial Planner

Graduate Trainee Financial PlannerLocation: City of LondonSalary: £30,000 per annum during the training periodWorking as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James''s Place Plc. An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice.The Role: Graduate Trainee Financial PlannerWorking on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings.As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice.During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice.The timescale for qualification will depend upon the pace of progress and ..... full job details .....