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Trainee Financial Advisor
Hybrid working
Cardiff
Up to £45k
This role is best suited to Level 4 Qualified Paraplanners who are looking to develop and take a step into advice further down the line. You will be supported through your journey, getting to know the well-established client bank that you will then take on when the time is right. Hybrid working. Up to £45k!
The Business
The business is an independent, fee based, whole of market financial planning firm who have been in operation for over 10 years. They specialize in Investment management, inheritance tax planning, pre & at retirement planning and mortgage advice.
The Role
Within the role, you will be supporting the Paraplanning team, involved closely in report writing and research for 2 advisors client banks. You will be following a development plan, having the opportunity to expand your Paraplanning skills as well as learning from the experienced Advisors, allowing you to be ready to take on the client bank in the future.
The Benefits
- Salary up to £45k
- Development plan
- Bonus Scheme
- Pension scheme
- Holiday days
Apply
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
Synonyms
Trainee Advisor, Trainee Adviser, Trainee Independent Financial Advisor, Paraplanner.
