Trainee Financial Adviser 45 views

Trainee Financial Adviser

Job Type : Permanent, Full Time

Salary : £30000/annum

 

An exciting opportunity has arisen for a financial planning professional to join a growing wealth management practice in Cheshire.

The candidate will undertake the role of paraplanner to gain relevant experience and exposure to systems, reports and review documentation, for the first 12-18 months. You will then shadow an existing IFA in the business and obtain chartered status during this period.

A client bank will then be provided upon completion of the scheme, with no sales targets as our KPI’s are based on service standards being achieved.

What's on offer?

* salary increase to £45,000 upon completion of training

* 21 days holiday + bank holidays, rising to 30 upon completion of training

* auto-enrolment pension

* christmas closure of office

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Junior IFA

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