At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established Chartered Independent Financial Planning firm with a strong national presence.
- Benefits: Salary up to £42,000, excellent bonuses, and hybrid/flexible working options.
- Other info: Great career progression opportunities in a tech-savvy environment.
- Why this job: Join a supportive team and receive full training to become a successful Financial Adviser.
- Qualifications: Level 4 Diploma and experience as a Paraplanner or technical Administrator.
The predicted salary is between 42000 - 42000 £ per year.
Are you a Trainee/Junior Financial Adviser lacking structure in your current role?
Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career?
Or perhaps you feel you aren’t seeing the career progression once promised in your current role?
An excellent opportunity has arisen for a Trainee Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Advisers.
Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role.
Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to take the next step into client-facing role.
The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes.
Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financ...
