Mentored Trainee Financial Advisor: Two-Year Chartered

Premier Jobs UK; Four Oaks; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading recruitment agency is seeking a Trainee Financial Advisor in Four Oaks, UK. This position offers mentorship from a Chartered Financial Adviser and a pathway to becoming a Financial Adviser in approximately 2 years. Responsibilities include assisting in client meetings, conducting research, and managing reports. Ideal candidates should possess a Level 4 Diploma in Financial Planning and demonstrate strong communication skills. This is an excellent opportunity for Paraplanners or Junior Financial Advisers looking to advance their careers.

Qualifications

• Aspiration to become a Financial Adviser within 2 years.
• Current experience as a Paraplanner or Junior Financial Adviser.

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Take notes during meetings.
• Undertake research and produce suitability reports.
• Assist the Financial Adviser with various tasks.
• Liaise with the back office team to coordinate tasks.

Skills

Research skills

Communication

Client relationship management

Education

Level 4 Diploma in Financial Planning

Job description

A leading recruitment agency is seeking a Trainee Financial Advisor in Four Oaks, UK. This position offers mentorship from a Chartered Financial Adviser and a pathway to becoming a Financial Adviser in approximately 2 years. Responsibilities include assisting in client meetings, conducting research, and managing reports. Ideal candidates should possess a Level 4 Diploma in Financial Planning and demonstrate strong communication skills. This is an excellent opportunity for Paraplanners or Junior Financial Advisers looking to advance their careers.