This role is office based in Europe or Dubai and may require relocation Our client has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA's) to join our professional and fully funded Financial Planning Trainee role in any of their global offices. Our client is one of the world's leading independent financial institutions, providing a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and Australasia.
Our client can help you achieve your professional goals while also allowing you to make a unique contribution to the company. Our client's approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. Our client believes supporting colleagues well fosters a positive culture that creates good outcomes for clients. The combination of work experience and outstanding learning and development opportunities available within Our client will equip you with a well-rounded skill set that will enable you to build your career as a Financial Planner.
We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving you the skills and experience you need to succeed.
Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis and how to use Our client's tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by Our client's apprenticeship provider and fantastic Learning and Development team. After your first year, you will be able to specialise your development towards becoming a Financial Planner. Our client will support you to achieve any additional exams, with ongoing development to support your career.
Our client is proud to be an equal opportunity employer. Our client is committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability.
If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know by emailing and we will do our best to make suitable adjustments.
UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).
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