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My client is a dynamic and growing Wealth Management firm who are fully independent and making their mark in the Wealth Management industry. They are looking to continue to grow and develop their existing team and require a diploma qualified client facing Assistant Financial Planner to work alongside Senior Advisers and follow up on warm leads and referrals. You will be part of a high-performing team, who are sociable and collaborative. The role is fully hybrid and offers 3 days in the office and 2 days WFH.
Your key responsibilities will include attending client meetings with more Senior Advisers, you will be coached and mentored to achieve your CAS status and will start building and growing your own book of clients with full support and marketing and network events provided by the Company.
The role is a Trainee Adviser do you must have your Level 4 diploma and demonstrate capabilities as a Paraplanner and being in a client facing/sales role. My client is fully invested in employees’ personal and professional development and progression.
If you are looking for an opportunity that can support your career development, want to be part of a growing business that offer hybrid working, and excellent benefits then please do get in touch.
If you would like to be considered for this exceptional opportunity then please do not hesitate to send your CV across to Ursula at Financial Divisions.
