Trainee Financial Adviser (Level 4) – Training, Mentorship & Client Base

Ellis James Partners Ltd; West Bridgford; Sur place; GBP 36 000 - 44 000; Plein temps

Avantages offerts par ce poste

Academy training

Mentorship

Administrative support

Résumé du poste

Ellis James Partners is seeking a Trainee Financial Adviser (Level 4 Qualified) to join our Nottingham office, covering Nottingham, Leicester and Derby. You will work with an established client base and receive academy training and ongoing mentorship as you progress.

With a Level 4 Diploma in Financial Planning, you’ll focus on developing client relationships, delivering quality advice and growing earnings through new business you generate, while benefiting from full admin support.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• You will develop client relationships and enhance technical knowledge.
• Supportive academy training and mentorship are provided.

Responsabilités

• Build and maintain client relationships.
• Deliver quality financial advice as training progresses.
• Grow earnings through new business you generate.
• Work with an established practice and supportive admin team.

Connaissances

Client relationships

Commercial mindset

Financial planning

Formation

Level 4 Diploma in Financial Planning

Description du poste

Ellis James Partners is seeking a Trainee Financial Adviser (Level 4 Qualified) to join our Nottingham office, covering Nottingham, Leicester and Derby. You will work with an established client base and receive academy training and ongoing mentorship as you progress.

With a Level 4 Diploma in Financial Planning, you’ll focus on developing client relationships, delivering quality advice and growing earnings through new business you generate, while benefiting from full admin support.