Back to search
Basic Up to £45k + Package + Paraplanning + Full client portfolio with on-going advice fees
Must have Level 4 Diploma in Financial Planning.
Resource Matters have been retained by this well known local IFA firm to recruit a TraineeFinancial 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
