Aspiring Financial Planner: 2-Year Trainee in Wealth & Pensions

Four-Squared-Recruitment is seeking an Assistant Financial Planner in Leicestershire. This two year development role supports day to day client interactions, technical tasks, and production of meeting notes, with training through a structured on the job programme up to 24 months.

You will progress toward a Financial Planner role managing your own portfolio, with potential equity/partnership opportunities subject to business needs and performance.