We are thrilled to have partnered with a well-established independent financial advice firm who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within the industry and prides themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
They are looking to hire a trainee Financial Advisor who will work alongside an experienced Senior Advisor, initially supporting in paraplanning duties and eventually building relationships with clients and managing an active client bank.
This is an office-based role.
What you'll be doing:
Providing paraplanning support initially to the Financial Advisor, assisting with all existing clients. Learning how to service a client bank and attend meetings with clients face to face and online. Working closely with the clients, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning, etc. Adhering to FCA requirements and Compliance Policies. What you need to apply:
Level 4 Qualified as a minimum; Level 6 is desirable. 3+ Years experience in a financial planning practice with knowledge in Retirement Planning, Investments & Pensions. The ability to form positive relationships with clients. What's in it for you?
A basic salary of up to £40,000 dependent on experience and qualifications. Active client bank ready to service once trained. Social opportunities throughout the year. Exam funding and support. Progression opportunities. Generous annual leave allowance. What next? Hit apply or contact Abi directly at
abi@enablerecruitment.co .
#J-18808-Ljbffr
Providing paraplanning support initially to the Financial Advisor, assisting with all existing clients. Learning how to service a client bank and attend meetings with clients face to face and online. Working closely with the clients, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning, etc. Adhering to FCA requirements and Compliance Policies. What you need to apply:
Level 4 Qualified as a minimum; Level 6 is desirable. 3+ Years experience in a financial planning practice with knowledge in Retirement Planning, Investments & Pensions. The ability to form positive relationships with clients. What's in it for you?
A basic salary of up to £40,000 dependent on experience and qualifications. Active client bank ready to service once trained. Social opportunities throughout the year. Exam funding and support. Progression opportunities. Generous annual leave allowance. What next? Hit apply or contact Abi directly at
abi@enablerecruitment.co .
#J-18808-Ljbffr
