At a Glance
- Tasks: Assist in providing financial advice and develop expertise in advisory services.
- Company: Financial Divisions in Godalming focuses on high-net-worth clients.
- Benefits: Enjoy a salary of £40k to £50k, plus a discretionary bonus and 25 days holiday.
- Other info: Work closely with experienced advisers in a supportive environment.
- Why this job: Gain essential training to become a Financial Adviser within 12-18 months.
- Qualifications: No specific qualifications mentioned, but a keen interest in financial advisory is essential.
The predicted salary is between 38300 - 45000 £ per year.
Financial Divisions in Godalming is offering an exciting opportunity for a Paraplanner/Trainee Financial Adviser. The role provides essential training to become an adviser in 12 - 18 months, with a salary between £40k and £50k plus benefits including a discretionary bonus and 25 days holiday.
You will have exposure to high-net-worth clients and will work closely with experienced advisers while developing your expertise in financial advisory services.
Paraplanner to Financial Adviser — HNW Clients in Godalming employer: Financial Divisions
Financial Divisions is located in Godalming and offers a unique opportunity to work with high-net-worth clients. The team is dedicated to developing future financial advisers through hands-on training and mentorship.
We think you need these skills to ace Paraplanner to Financial Adviser — HNW Clients in Godalming
Financial Advisory Services
Client Relationship Management
High-Net-Worth Client Experience
Analytical Skills
Communication Skills
Attention to Detail
Problem-Solving Skills
