Trainee Financial Advisor: Mentored Path to Chartered Status

Sahasraa Solutions; Coventry; On-site; GBP 40,000; Full time

Job summary

A well-respected financial advisory firm in Coventry is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser, gaining mentorship and a pathway to becoming an independent Adviser within 2 years. This role includes client meetings and paraplanning tasks, requiring a Level 4 Diploma in Financial Planning and a professional approach. Competitive salary around £40,000 with additional benefits.

Benefits

Salary of approximately £40,000, rising with progression

8% pension contribution

Profit-sharing and private health insurance

Qualifications

• Current Paraplanner or Junior Financial Adviser aspiring to become an Adviser in 2 years.
• Ambition to achieve Chartered status.

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Act as a Paraplanner by undertaking research and producing reports.
• Co-ordinate tasks with the back office team.

Skills

Professional approach

Positive brand representation

Education

Full Level 4 Diploma in Financial Planning

Job description

A well-respected financial advisory firm in Coventry is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser, gaining mentorship and a pathway to becoming an independent Adviser within 2 years. This role includes client meetings and paraplanning tasks, requiring a Level 4 Diploma in Financial Planning and a professional approach. Competitive salary around £40,000 with additional benefits.