Trainee Financial Adviser

James Phillip Financial Recruitment

Posted 9 hours ago, valid for 18 days

Northampton, Northamptonshire NN68AX, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

We are seeking a Trainee Adviser for a modern Chartered Wealth management company experiencing organic growth.
The ideal candidate should have at least 2 years of experience in a relevant role, such as a Paraplanner or Senior Sales Support.
The position offers a competitive salary range of £25,000 to £30,000, depending on experience.
Candidates should possess a Diploma in financial planning and demonstrate strong technical knowledge and communication skills.
This role provides an opportunity to work in a supportive environment that values success and commitment.

We are currently recruiting for a modern Chartered Wealth management company who through organic growth are looking to recruit a Trainee adviser.

My client describes it as a great working environment, relaxed with a great ethos.

This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment.

Role will suit a Paraplanner, Senior sales support or even an adviser currently working for a bank

We are looking for someone who:

Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
Excellent written/verbal communication as well as organisation skills
Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
Diploma qualified in financial planning and looking to progress to Chartered
Further details on request.

Please apply for further details.

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