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Blakemore Recruitment
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Waltham Cross, Hertfordshire
Trainee/Junior Adviser
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Job Type: Full-time |
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Salary: £38,000 per annum |
Overview
Role - Trainee/Junior Adviser Location - Waltham Cross Salary - 38,000 Are you an experienced Paraplanner looking to make the move into Financial Planning or already a Junior Adviser? Blakemore Recruitment are assisting a well established Wealth Management firm based in Waltham Cross who are looking to recruit an experienced paraplanner to progress into financial planning. If you are an experienced paraplanner with aspirations of becoming an IFA then this position isn't one to be overlooked. Duties & responsibilities (not limited to): Full client job spec available on request • A client bank will be provided to you along with new business opportunities • Preparing highly technical & bespoke suitability reports • Attending client meetings • Research & analysis of financial products to meet Client requirements • Preparing recommendations & implementing client recommendations • Cashflow modelling The Person: • Level 4 Diploma (essential) • Chartered status (desirable) • Experienced in dealing with High Net Worth clients (desirable) • Strong technical knowledge (desirable) In return this opportunity offers a basic starting salary £38,000 bonus, & a fantastic benefits package. Sounds like the type of role for you? Please contact Neha at Blakemore Recruitment for more information.