Trainee / Graduate Financial Adviser

Junior Financial Advisor – Servicing Existing clients, Mentoring Available Offices near Hemel Hempstead (Hertfordshire) Hybrid working offered Salary: Up to £45,000 (DOE)& Study Support & Bonuses Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning? We’re looking for an ambitious and driven Trainee Financial Advisor to join our clients growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor. My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire . In their current setup they manage the affairs of 500+ clients assets ranging from £100k – £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying. Assist in preparing suitability reports, client reviews, and investment recommendations