Job Description
Basic to £55k + Package + Car Allowance + Bonuses
Must have Level 4 Diploma in Financial Planning.
Resource Matters has been retained by this well-known local IFA firm to recruit a Trainee Financial Advisor. Due to the existing advisor retiring, you will provide holistic financial planning advice to a portfolio of clients with ongoing advice fees. You will receive full paraplanning support.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company aligns with their clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the company flourish. To help their employees meet their long-term goals, they offer an attractive basic salary, a very comprehensive benefits package, and an unlimited bonus structure.
The Trainee Financial Advisor role comes with full client support, all ongoing advice fees, full admin & paraplanning support, and full lead generation.
Your Qualifications for the Trainee Financial Advisor role:
* Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
* Genuine desire to provide a high standard of advice and service to clients
* You are engaging and can connect with a wide array of audiences
* Working knowledge of investments, tax planning, and defined contribution pensions
Apply today to be a part of a team environment where you can make a real difference. Quote reference RH 96143
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