Aspiring Financial Planner β€” Training & Client Exposure in Stockport

Aspiring Financial Planner β€” Training & Client Exposure in Stockport

Stockport Full-Time On-site
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Claritas Investment Committee is seeking a motivated trainee financial planner to join a small, friendly team and participate in every part of the business. You will gain client contact experience, learn the human side of financial planning, and support planning meetings with cashflow updates.

After a structured training period, you will be prepared to be signed off as a competent adviser and gradually take on lead advisory responsibilities with clients.

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Contact Details:

Plannex Property Management Ltd Recruitment Team