Trainee Financial Advisor: Full Training, Leads & Career Path

CAP Resourcing LTD; Taunton; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Bonus & Commission

Training & support

Leads provided

No client bank required

Paraplanning support

Career progression

Modern Taunton offices

Zusammenfassung

CAP Resourcing LTD in Taunton is partnering with an award-winning financial planning firm to recruit a Level 4 Diploma qualified individual keen to develop into a financial adviser.

The role includes full training, ongoing support and a clear pathway into advisory work, with qualified leads and an established client base. No need to bring your own clients; paraplanning and admin support are provided.

Qualifikationen

• Level 4 Diploma required.
• Ambition to move into a Financial Adviser role.
• Strong communication and relationship-building skills.
• Willingness to learn and work in a supportive team.

Aufgaben

• Receive full training and support to develop into an adviser.
• Join a firm with an established client base and leads provided.
• Collaborate with a supportive team including paraplanning and admin.

Kenntnisse

Communication skills

Relationship building

Team collaboration

Willingness to learn

Ausbildung

Level 4 Diploma (DipPFS, DipFA or equivalent)

Jobbeschreibung

CAP Resourcing LTD in Taunton is partnering with an award-winning financial planning firm to recruit a Level 4 Diploma qualified individual keen to develop into a financial adviser.

The role includes full training, ongoing support and a clear pathway into advisory work, with qualified leads and an established client base. No need to bring your own clients; paraplanning and admin support are provided.