Trainee Financial Adviser
Location Leamington Spa (Hybrid)
Salary Up to £50,000
We are working with an award-winning Chartered Financial Planning firm based in Leamington Spa who are looking for a Trainee Financial Planner to join the team. In the role you will work 121 with a Senior financial planner, providing technical support and attending client meetings. Over the course of the training period, you will start to present at client meetings with the goal of becoming a fully qualified CAS adviser in 1-3 years.
This is a fantastic opportunity for someone with a paraplanning background who wants to gain exposure to clients and progress into an adviser role.
Key Duties of Trainee Financial Adviser:
* Client Support and Relationship Management
* Technical Research and reporting
* Liaising with across department internally and externally
* Soft Skills and Technical Development
What's on offer?
* Salary of up to £50,000 DOE
* Hybrid flexible working (2 days a week from home)
* Structured study and development training to become CAS qualified
* strong benefits package including a generous annual bonus
What's next?
If you are interested in the Trainee Financial Adviser position, then apply now, and if suitable, one of our consultants will be in touch within 24 hours!
Trainee Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA