Our business

Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and have assets under influence in excess of £1bn.

We strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. We encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment. A key part of the business’s succession planning has been developing ambitious employees who wish to take part in the most fundamental of ways i.e., partnership.

Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. We have been delighted to receive for the third time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.

We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.

The role

As a Trainee Financial Planner, you will be provided with a full training plan to support your development of the knowledge, skills and abilities required to provide high quality advice and outcomes for clients, promote the business and its Appointed Representatives, conduct client meetings, dictate accurate high level meeting notes and ensure all undertakings adhere to relevant FCA rules and regulations.

The role focuses on client communication, providing high-quality financial planning to our clients based on individual needs, and applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by our teams of account executives, alongside our typists who prepare all meeting notes for the client. You will promote the business and its Appointed Representatives in line with agreed business plans.

Key knowledge, skills and experience required

• 5 GCSE’s or equivalent including English Language – Grade C or above
• At least 3 years’ experience within a client facing role,
• Working to KPI’s and quality standards.
• Effective diary management to develop business and maintain high standards of customer service.
• Ability to effectively manage a portfolio of clients.
• Excellent interpersonal skills to conduct client meetings and build long term relationships.
• Excellent verbal and written communication skills.
• Self-motivated to set and achieve personal goals on a regular basis.
• Active in/ownership of personal development through qualifications, industry training and continual ongoing reading.
• Ability to problem-solve and provide tailored client solutions.

Remuneration and benefits

• Salary – £25,000 – £35,000 gross per annum (Dependant on qualifications, knowledge, and experience)
• Bonus scheme – split between Trainee/Developing Planner scheme for a period of 2 years, then onto the Financial Planners Reward Scheme
• Car allowance
• Life assurance – 2 x salary.
• Pension – 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
• Holiday – 26 days’, increasing incrementally in recognition of continuous service, plus statutory holidays.
• Health cash plan scheme – Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme.
• Professional qualifications – Financial support available for study materials and examinations subject to prior approval.
• Communication and Recognition – Regular staff updates and company events.
• Free parking

To discuss joining Boolers, please call Chris Ball, Business Owner on 07791 606 416,

alternatively, apply today by sending your CV with a covering letter to cathey@boolers.co.uk

Closing date for applications: 31 July 2024