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A leading Financial Planning firm seeks a Trainee Financial Adviser in Doncaster. This role combines paraplanning and advisory tasks, providing excellent career progression opportunities. Candidates should have industry experience and be studying towards their qualifications, ready to embark on a rewarding professional journey.
Bruin
Doncaster, United Kingdom
Other
Yes
3
04.06.2025
19.07.2025
Account Executive / Trainee Financial Adviser
London
A boutique firm of Financial Planners is seeking an experienced Financial Planning Administrator / Paraplanner to join their team in London as a Trainee Financial Adviser.
The firm is looking for an individual seeking support to complete their qualifications and progress to becoming a competent adviser within 12-18 months.
The daily responsibilities will primarily involve working within the London office of a rapidly growing national firm, including:
Applicants should have several years of industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software, including experience with Intelligent Office.
This is an exciting opportunity to join an established company at its growth stage with excellent career development prospects.
If you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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Created on 04/06/2025 by JR, United Kingdom