Trainee Financial Advisor

Basic to £55k + Package + Car Allowance + Bonuses

Must have Level 4 Diploma in Financial Planning.

Resource Matters have been retained by this well known local IFA firm to recruit a Trainee Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a portfolio of clients with on-going advice fees. In addition you will receive full paraplanning support.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The Trainee Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.

Your Qualifications for the Trainee Financial Advisor role:

• Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
• Genuine desire to provide a high standard of advice and service to clients
• You are engaging and can connect with a wide array of audiences
• Working knowledge of Investments, tax planning and Defined Contribution Pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143