Trainee Financial Adviser

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £35,000 per annum

Overview

Trainee Financial Adviser London £35-40k bonus Would you like the opportunity to work towards becoming a Financial Adviser in the next 12 to 18 months? Financial Divisions are delighted to be supporting a very forward-thinking business, in their search for a Paraplanner/Trainee Adviser. Due to a new acquisition, continuing organic growth and a strong stream of client referrals, they are looking for an additional Paraplanner to join their team who would like to work towards becoming a Financial Adviser in the 12 to 18 months and take on an existing client base. As the Paraplanner you will be working alongside the Director and Chartered Financial Planner of the business, who currently looks after a large client portfolio with approx. £100m AUM. They typically work with HNW individuals and provide holistic advice. You will attend all the client meetings, carry out detailed analysis and research, cash flow modelling via cash calc and produce detailed suitability reports. You will also be the first point of contact for all the clients and deal with any queries they may have. The firm have a strong belief system at the heart of their business, which they hope really distinguishes them from the rest. Their clients feel part of a small, growing family, rather than feeling like they are one among many. Each client is dealt with based on their specific needs, and every team member is committed to their hands-on approach. For this position you will hold your Diploma in Regulated Financial Planning and be working towards your Chartered status. You will also have worked in a Paraplanner position for a minimum of 2years and have worked on some complex cases. For consideration for this role, please send your CV to Madeleine

People also viewed