Skip to main content
Post your CV and find your next job on Indeed!

trainee financial planner jobs

Sort by: -
  • View similar jobs with this employer
    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
  • View similar jobs with this employer
    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
    • Strong interest in financial planning and wealth management.
    • Assist in preparing financial recommendations and reports tailored to client needs.
    • Supporting financial advisers in client meetings and preparing for reviews.
    • Assisting with research, reports, and financial recommendations.
    • Helping to deliver employee pension workshops and financial wellbeing presentations.
    • As well as a keen interest in financial planning, you should be:
  • View similar jobs with this employer
    • Gathering, reviewing and analysing client information to assist in the preparation of financial recommendations.
    • Ongoing training and professional development.
  • View similar jobs with this employer
    • Study support towards CII Diploma.
    • 23 days holiday + bank holidays.
    • To provide efficient administrative support to a number of IFA's.
  • View similar jobs with this employer
    • Good knowledge of financial planning products and processes.
    • The ability to interpret and analyse financial information accurately.
    • Comparing products, providers and financial solutions.
    • Experience undertaking financial planning research and analysis.
    • Knowledge of financial services, pension products, and financial planning principles is advantageous however not essential.
    • Full-time hours (35 per week), Monday to Friday, 9.00am–5.00pm (1 hour for lunch).
    • 24 days holiday (increasing to 26), plus 2 additional paid days over the…
    • Candidates with experience within financial services, including banking, mortgages, insurance, wealth management, financial administration or paraplanning.
    • We’re seeking a motivated individual to support our Planning team in a role combining entry-level advice, paraplanning, and administration.
    • Working alongside experienced colleagues, you'll support the administration of trust and company structures, help deliver exceptional client service and gain…
    • View all States of Jersey jobs - Jersey jobs - Financial Advisor jobs in Jersey
    • Salary Search: Trainee Associate, Private Wealth & Family Office salaries in Jersey
    • See popular questions & answers about States of Jersey
    • Proven experience delivering regulated holistic financial advice.
    • Delivering holistic, regulated financial planning advice to clients affected by life-changing…
Trainee Mortgage Advisor
Connells Group
·
3.0
Warrington

Benefits

Pulled from the full job description
Employee discount

Full job description

Job Description


Kickstart Your Career in Mortgage Advice with the UK’s Largest Property Services Group!

Are you newly qualified or looking to break into the mortgage industry? We’re on the lookout for passionate, driven individuals to join our team of Mortgage Advisors.

Whether you're just starting out or looking for a fresh opportunity, you will receive:

✅ Outstanding training and development from day one and throughout your career
✅ Unrivalled support from industry experts
✅ Clear career progression within a market-leading organisation
✅ The chance to work with the UK’s largest and most trusted property services group

No experience? No problem. If you’re motivated, customer-focused, and eager to grow, we’ll give you everything you need to succeed.

What can we offer you as our Mortgage and Protection Advisor.

  • Employed Salary with an OTE of £35,000
  • Uncapped commission from day one
  • Leads generated from our colleagues in Estate Agency
  • Group Discounts on Property Services.
  • Transparent and fair progression structure
  • Highly skilled and experienced management team
  • Central Admin Support and agile IT tools to help you succeed.
  • Supportive encouraging and rewarding environment – We invest in you!
  • All-expense paid trips for top achievers.

Main responsibilities:

  • Building relationships with the Estate Agency teams in order to provide training and support.
  • Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
  • Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
  • Taking part in regular branch meetings to discuss best practice and build lasting relationships.

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

MS03029


Job Reference: MS03029
Let Employers Find YouUpload Your Resume