Trainee Financial Advisor: Paraplanning & Mentoring

Premier Jobs UK; United Kingdom; On-site; GBP 40,000; Full time

Job summary

A leading financial services company in Warwickshire is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser. In this role, you will assist in client meetings, produce reports, and develop your career towards becoming a Financial Adviser. The ideal candidate holds a Level 4 Diploma in Financial Planning and is eager for professional advancement. Competitive salary and benefits are included.

Benefits

Salary of approximately £40,000

8% pension contribution

Professional development opportunities

Qualifications

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

Responsibilities

• Accompany the Financial Adviser to client meetings.
• Take meeting notes and assist with client management.
• Research and produce suitability reports.

Skills

Client relationship management

Research and report production

Professionalism

Education

Level 4 Diploma in Financial Planning

Job description

A leading financial services company in Warwickshire is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser. In this role, you will assist in client meetings, produce reports, and develop your career towards becoming a Financial Adviser. The ideal candidate holds a Level 4 Diploma in Financial Planning and is eager for professional advancement. Competitive salary and benefits are included.