Junior Financial Advisor

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 industry, and pride 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 and 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 back and attend meetings with clients face to face and online.
Working closely with the clients, provide 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 Bonus scheme Active client bank ready to service one trained Social opportunities throughout the year Exam funding and support Progression opportunities Generous annual leave allowance What next?
Hit apply or contact Abi directly!
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